How to Create Holistic Financial Wellness Strategies for Your Clients


Date: Tuesday, July 30th, 2019

Time: 2:00 p.m. ET |11 a.m. PT

Cost: Complimentary

Sponsored by:


Financial stress continues to impact all generations of the workforce. Your clients recognize that this may cost them millions in lost productivity, but are often at a loss when looking for ways to help employees. Understanding the workforce’s perspectives and challenges is crucial to providing your clients with a financial wellness strategy tailored to employees’ unique needs, that will improve engagement, and provide measurable results.

Join this complimentary webcast to learn how to develop an impactful financial wellness strategy (including year long education, not just a lineup of products) with your clients. You will discover:

  • The unique financial challenges of each generation in the workforce
  • How to strategically incorporate existing voluntary benefits
  • New tools and emerging regulations that can help drive results



pat Marty Traynor | Retired Senior Vice President | Mutual of Omaha

Marty Traynor is retired Senior Vice President – Voluntary Benefits at Mutual of Omaha. Marty has worked in the insurance industry for over 50 years. His responsibilities have covered a broad range of areas including product and service development, voluntary strategy, enrollment methods, and guiding employees to make good benefit-related decisions. He is a member of the Worksite Marketing Hall of Fame, among other honors. He has written a monthly column for benefitsPRO for over 15 years.

pat Nick Rockwell | Vice President | Eastbridge Consulting Group

Nick has over 16 year’s of experience in sales, distribution and marketing strategy development, management, training and business leadership. Prior to joining Eastbridge, Nick built and ran the voluntary employee benefits practice at LifeLock for nine years. Nick has had direct leadership experience in the development of distribution, marketing, product and administrative strategies for the voluntary benefit marketplace.

Nick has been with Eastbridge now for over three years and serves as the company’s Vice President of Consulting, helping clients to enter the voluntary business, develop their strategies and improve their business results. Leveraging his experience with companies, from start-up through maturity, Nick brings new perspectives to the voluntary benefits marketplace.