Featuring approximately 200 learning modules

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Financial Wellness Resources to Differentiate Your Organization, Increase Productivity and Reduce Turnover with Employees and Clients!

Organizations across all verticals are becoming increasingly aware of the need to increase financial wellness and empowerment among their employees and clients. Studies show doing so has many advantages from increased productivity to greater job satisfaction, to lower employee and client turnover.

According to Recent Studies:


90% of employees feel it’s important
for employers to offer
financial wellness programs.


Number of employers promoting
financial wellness expected to nearly
double as 90% express concern for
employees’ financial troubles.


75% of employees claim an
employer-sponsored financial wellness
program would positively affect
their financial stress.

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Financial Wellness Digital Content Library Features Approximately 200 Learning Modules in the Following Areas and More:

Financial Empowerment Series

Understanding Debt

Understanding Budgets

Understanding Credit & Credit Cards

Understanding Income & Your Paycheck

Understanding Buying or Leasing a Car

Understanding Renting or Buying a Home

Retirement Planning Series

Planning Strategies for Retirement

Planning Strategies at Retirement

The Basics of Investing

Understanding Annuities

Overview of Social Security

Focus on Social Security

Overview of IRAs

Insurance & Risk Management Series

Overview of the Need for Life Insurance

Overview of Disability Income

Overview of Long-Term Care

Critical Illness Coverage

Overview of Personal Lines of Coverage / Multiline Products

Understanding Medicare

Life Changes Series

Overview of College Planning

Overview of Just Life Changes

What Happens When Someone Dies

Introduction for Special Needs Planning for Children

Understanding the Financial Considerations of Divorce

Overview of Planning Strategies for Widowhood

Over 50 Financial Calculators, Extensive Video Library and Over 700 Articles for Financial Wellness:

  • Automobile

  • Mortgage

  • Home Equity

  • Savings

  • Dept

  • Budget

  • Insurance

  • Retirement

Our Financial Wellness Digital Content Is Designed To Be Used With the Following Types of Groups:

  • Home Office Employees & Field Staff

  • Existing Clients

  • Policyholders and Investors

  • Association Members

  • Worksite Marketing Employees

  • Schools and University Students

Free Demonstration of Our Financial Wellness Content!

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