How leading benefits advisors are thinking about financial wellbeing

When it comes to workplace financial wellbeing, employers want to provide the right solutions, but are often overwhelmed. Many are simply too busy to find the best fit on their own. 

Brokers and consultants, however, are in a strategic position to help clients find programs that successfully reduce financial stress and drive positive outcomes. What are broker’s top priorities right now when it comes to financial wellbeing? 

Alex Curcio, analyst at Curcio Webb, says key priorities involve determining each employer’s definition of financial wellbeing and how their benefit plans and available services/tools support such definition.