of workers acknowledge spending time at work dealing with personal finances.
of employees give responses that they are not financially secure.
want help managing their finances.
have experienced an increase in healthcare costs in the past two years.
Financial Wellness Program & Employee Benefits Communication
User-friendly online courses that range from 10 minutes to 1 hour.
Focused on everyday financial skills.
Designed to educate, not sell products or services.
Accessible anytime, anywhere, on any device.
Anyone Looking to Foster a Happier, Healthier Workforce
Employers – Large and Small
Wellness Program Users
Health Insurance Exchange Users
Employers Wanting to Attract and Retain Top Talent
Scalable – seamlessly reaches remote or multiple locations no matter what the participants' schedules might be.
Participants can be enrolled in a series of courses and tracked with the push of a button.
Easy to implement and administer.
Reduces coordination and administration of performance measures.
Standardized and consistent – delivers high-quality user experience every time.
Notification driven - reminders keep employees on track.
Convenient – reaches employees and their spouses anywhere, anytime on any device.
Customizable – has the ability to include links to specific employee benefits and preferred service providers.
Offers a fresh approach to the topic and provides employees a step-by-step strategy to take control of their financial life!
Your credit score can determine if you get your dream job, your auto insurance rates, the cost of future loans and if a landlord will rent to you, and much more. In this course, employees will learn the critical ins and outs of credit and why it is so important to your financial life.
This course will help your employees better understand, buy and use this complicated and sophisticated financial product.
Retirement plans can be complicated and intimidating. This course will help your employees master every aspect of their 401(k), from pre-tax contributions, employer matches, and investment fundamentals to 401(k) loans and rollovers.
There are some critical things potential borrowers need to know before they sign on the dotted line. This course will help borrowers make educated decisions and protect their financial future by understanding key elements of student loans.
In this course, your employees will learn how to be a smart borrower. This is a crash course in understanding, evaluating and comparing credit card offers and loan documents.
Mastering this financial skill will put your employees on the road to financial freedom and help them live the life they want.
Everyone wants to become super effective at getting what they want! Once your employees discover the tools, techniques and financial strategies taught in this course they will be able to build the life they want!
Who wants to spend a sick day in a waiting room? This course will help your employees make the most of their PTO and reduce the time/cost of unnecessary in-person office visits.
Your employees will learn how to make informed decisions and how to use these financial products to stay healthy, protect their financial future and improve their overall financial success.
In this course, your employees will get the secrets to banking relationships and learn how to evaluate checking accounts and prepaid cards. This course has all the basics, plus expert power tips!