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Employees are more stressed than ever about their finances. Our Financial Wellness Program provides the tools and information they need to achieve financial success.
Reducing financial stress and empowering employees to successfully manage their money is an integral part of any wellness program. Ask us if you qualify for this program.
of employees say that their stress level related to financial issues increased over the last 12 months9
of employees report that they find dealing with their financial situation stressful9
of employees report that issues with personal finances have been a distraction at work9
of employees say their employer offers services to assist them with their personal finances9
Set up a free consultation with one of our financial experts. We'll design a program specific to your company's needs
Employees receive a ten minute, confidential financial online assessment. They will receive personalized advice specific to their financial situation based on their assessment
Receive an aggregate report of the Financial Wellness Assessment findings and the tools to kick off your customized program
Launch your customized program with free education and communication tools. We offer on-site seminars, monthly webinars, a personal financial management tool, and much more
All employees will receive a custom Financial Wellness Assessment, so they can compare their financial knowledge against the national average. Even more important, you'll see how your employees stack up against one another and against the national average. Use this information to identify employees who are in greatest need of the financial education resources provided in this Financial Wellness Program
Employees will receive a number of educational opportunities, all designed to empower, reduce financial stress and increase productivity. Perks include a regular newsletter, remote and in-person education, exclusive offers and more.
We’ll deliver financial wellness seminars around topics that are most important for your employees financial health. Whether they need guidance on college financing, estate planning, or anything in between, we can deliver tailored seminars that provide the information they need