New Benefit Program Financial Education and Counseling.
Published byModified over 6 years ago
Presentation on theme: "New Benefit Program Financial Education and Counseling."— Presentation transcript:
New Benefit Program Financial Education and Counseling
2 Overview Employer Paid Benefit Effective March 1, 2010 Enhancement to EAP Financial Benefit Covers you and your immediate family Financial Education and Counseling Identity Theft Prevention and Protection Legal Services
4 The Solution – Financial Wellness Help Employees – Develop better spending habits Reduce their debt Improve their credit Improve their savings Plan for retirement
5 The Program – Business Advantage Bringing Financial Education to Employees Educational Classes On-site, Webinar, Self-Directed (online) Website Resources Personalized (helps employee get finances organized) Guides, Worksheets, Articles, Calculators, etc. Accessible by Financial Coach Newsletters and Tips
6 Individual Financial Coaching Unlimited Unbiased Telephonic Financial Coaching for 30 days at no cost Financial Needs Analysis Develop And Define Member Goals We Engage Members (Proactive Approach) Achieve Early Success Additional Services - $39.95/m (month to month) Refer Employees To Advisors