Financial Helpline

Financial Wellness

One in three employees admit to being less productive at work due to financial stress, costing businesses nearly one month of productive work days every year. Financial Wellness guides members through the major financial changes they’ll face throughout life, from paying for college to buying a home to navigating the loss of a spouse. Members can achieve financial wellness with live one-on-one coaching from accredited financial counselors and independent learning through online resources.
  • Accredited or Certified Financial Counselors are accessible by phone to assess issues, discuss options, and help members determine the best course of action for their situation
  • Online Financial Wellness Center does the heavy lifting for research, providing a variety of vetted articles, videos, worksheets, checklists, and more to guide the member’s financial wellness journey
  • Established learning tracks include resources for major life events, like getting married or having a child, and general financial goals, like developing a budget and eliminating student debt
Financial Wellness does not provide investment, legal, or tax advice.

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DISCLOSURES

This program is NOT insurance coverage, not intended to replace insurance, and does not meet the minimum creditable coverage requirements under the Affordable Care Act or Massachusetts M.G.L. c. 111M and 956 CRM 5.00. It contains a 30-day cancellation period, provides discounts only at the offices of contracted health care providers, and each member is obligated to pay the discounted medical charges in full at the point of service. For a complete list of disclosures, click here. Discount Plan Organization: New Benefits, Ltd., Attn: Compliance Department, PO Box 803475, Dallas, TX 75380-3475.

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