News

Special Report
Benefits advisors and their employer clients are increasingly seeking information and guidance about offering financial wellness plans to their employees. Financial wellness can encompass many things, from financial education to voluntary products to budgeting and financial tools and more. This special report covers financial wellness from many perspectives, providing insight and strategies to help in the decision-making process.
Through Prudential’s 2018 survey of intermediaries, the company learned that the top challenges brokers face in selling financial wellness programs are: cost (21 percent), limited employer buy-in (24 percent), and concerns about return on investment (ROI) or measuring impact (17 percent).
So, how do brokers get on board with financial wellness? How can they distinguish between the multitude of offerings and successfully communicate the value of workplace financial wellness programs to clients?
Already have an account? Sign In Now
Copyright © 2023 ALM Global, LLC. All Rights Reserved.