Financial wellness benefits that set your institution apart in talent retention

Let’s explore the very real and often overlooked impact of financial stress on financial services employees. We'll meet the people behind the statistics, understand their struggles, and discover how we, as leaders, can make a difference.

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Are your financial advisors, investors, or accountants financially struggling?

52% of employees believe financial empowerment includes “taking advantage of the financial well-being perks and benefits that my employer provides.”¹
68% of employees believe that employers should offer financial programs ²
75% of employees reported that enrolling in a financial wellness benefit decreased their financial stress “somewhat” or “a great deal”³

Sources:

¹2023 Public Sector Employee State of Financial Wellness Survey

²2024 LIMRA Financial Wellness Index Report

³2024 LIMRA Financial Wellness Index Report

Inside the Report

👋 Meet Alex

👋 Meet Alex

Alex is a successful investment manager who is known for his expertise in ESG (Environmental, Social, and Governance) investing and risk management, respected at work, and proud of developing a new clean energy fund that has outperformed the market by 12% while maintaining strict environmental standards.

Alex is a successful investment manager who is known for his expertise in ESG (Environmental, Social, and Governance) investing and risk management, respected at work, and proud of developing a new clean energy fund that has outperformed the market by 12% while maintaining strict environmental standards.

Financial Fear:

Additional income stability with a new baby on the way

Financial Fear

Market risk with real estate with his current higher-than-average mortgage rate

Financial Fear

Market risk with real estate with his current higher-than-average mortgage rate

Financial Fear
Financial Fear

Managing work-life balance and additional stresses once he becomes a dad

Managing work-life balance and additional stresses once he becomes a dad

Financial Fear

Managing work-life balance and additional stresses once he becomes a dad

Build Your Plan

All in one financial wellness for your whole team

Empower beyond basic financial benefits. There’s so much more to financial education and wellness.

We’re independent, not tied to any financial institutions.

Modern technology built for today’s workforce with a mobile app available for Apple devices.

Employees can start their own education journey — on their schedule.

Pick a Plan

Build Your Plan

All in one financial wellness for your whole team

Empower beyond basic financial benefits. There’s so much more to financial education and wellness.

We’re independent, not tied to any financial institutions.

Modern technology built for today’s workforce with a mobile app available for Apple devices.

Employees can start their own education journey — on their schedule.

Pick a Plan

Build Your Plan

All in one financial wellness for your whole team

Empower beyond basic financial benefits. There’s so much more to financial education and wellness.

We’re independent, not tied to any financial institutions.

Modern technology built for today’s workforce with a mobile app available for Apple devices.

Employees can start their own education journey — on their schedule.

Pick a Plan

Build Your Plan

All in one financial wellness for your whole team

Empower beyond basic financial benefits. There’s so much more to financial education and wellness.

We’re independent, not tied to any financial institutions.

Modern technology built for today’s workforce with a mobile app available for Apple devices.

Employees can start their own education journey — on their schedule.

Pick a Plan

Read the Financial Stress in Financial Services Report

Discover how financial stress is silently eroding your workforce and how you, as a business leader, can create a healthier, thriving team.