EDUCATION, NOT BENEFITS THEMSELVES, CHANGE BEHAVIOR LEADING TO FINANCIAL WELLNESS

Part of the role of being perceived as a valuable benefit broker by your clients and prospects is bringing thought leadership topics to them. It’s not always about the sale, but about the relationship/partnership you are building.

Our new white paper on financial wellness education makes the point to HR professionals that while introducing a new benefit or two might put a “band-aid” on their employees’ financial stress or help with a short-term financial issue, only a financial wellness education program is going to help the real problem. Changing the course of their employees’ financial behavior will help them make better financial decisions, sending them along the path to financial wellness.

“Money Smarts: Helping Employees Make the Grade”  emphasizes that employers have a role in financial education for their employees. This white paper explores the effect financially-stressed employees have on the company and the need for a financial wellness education program. It examines the employer’s role and outlines the elements of a successful financial wellness education initiative.

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money smarts white paper

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