Full Service Financial Education

Solutions

Overview

In Person

Online

Over the Phone

Financial Education over the Phone

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 Planners™. 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.