Financial Helpline

• View frequently asked questions to the Helpline.
• View Financial Helpline results.
• View sample follow-up content

View sample follow up content

Frequently asked questions to the Helpline

Financial Helpline Results

• 94% are better prepared to make a financial decision.
• 98% consider financial education to be an important part of their total benefits package.
• 97% would recommend this service to someone else.

The Financial Helpline service provides employees and members with ongoing financial coaching and guidance from unbiased Certified Financial Planner™ professionals. The service allows employees the ability to work with either the same financial planner, at their convenience, whenever they need expert guidance and support. Typically, callers begin the process with a significant financial problem; then after they resolve that problem, they graduate to more proactive financial planning issues, such as saving for a home, sending children to college or reducing taxes.

• Unlimited usage allows employees to get as much guidance as they need, on their time, at their pace.
• Highly cost effective way to provide a level financial benefit, which is equally available to all employees.
• Excellent tool for employers who have employees located in offices all over the country, where it isn't feasible to reach all employees with in person education.