Is Financial Wellness Catching On With Your Clients?

The 8th annual survey on corporate Health and Well-being from Fidelity Investments and the National Business Group on Health found that 84% of large-and mid-sized company respondents now have financial security programs, such as access to debt management tools or student loan counseling, in their well-being strategies, up from 76% a year ago.

But that survey also suggests that financial wellness is a general term being applied to a wide variety of disparate programs, albeit with some commonality of focus.  

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1. Are you pitching financial wellness to your clients/prospects these days?

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2. If you are "pitching" financial wellness to your clients/prospects, is it catching on?

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3. If you are encountering resistance, what is the most common reason?

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4. What do you consider to be the key elements of a financial wellness program (check all that apply)?

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5. What do your plan sponsor clients consider to be the key elements of a financial wellness program (check all that apply)?

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6. Are you incorporating all those elements at once, or are you bringing them in gradually over time?

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7. Are you doing financial wellness alone, or are you partnering with someone?

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8. If you are doing financial wellness with a partner, who is that partner(s)?

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9. Any other comments on financial wellness, recommending financial wellness, the response to financial wellness, or life in general?

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10. What is your role working with retirement plans?

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11. What size plans do you PRIMARILY work with?

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12. Suggestions for future survey questions?

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13. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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