How can Lincoln help?

We have the tools to help your employees see their complete financial picture. We offer three paths to financial wellness:

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Actionable web content

Always-available web-based self-serve content, including articles, videos, calculators, gamified tools, worksheets, and checklists.

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Personalized support

Personalized education and support offered wherever and whenever employees need it — in person, over the phone, or via video chat.

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Interactive online tool

Aggregated accounts information. Goal setting. Powerful budgeting feature. Employees have access to this and more when using the interactive tool.

Lincoln WellnessPATH® interactive tool

The first time employees use the tool, they’re asked to complete a short quiz. Their responses customize the content they see and recommended actions they can take. The online tool is divided into four main sections for easy navigation:

1. My Wellness Snapshot

The dashboard provides an overall financial wellness score as well as individual scores for spending, protection, debt, and savings. Scores are color-coded so employees can quickly see how they’re doing and where they can improve.

Video screen recording of dashboard
Video screen recording of possible tasks in tool
2. My Money

Employees can set goals and keep track of their cash flows and budgets. Pulling outside account information into the tool may make budgeting even easier.

3. Take action

Employees can monitor their progress, create to-do’s, and set reminders to help them improve their financial wellness. If offered, Click2Meet® scheduling tool integration allows employees to schedule personal meetings with a Lincoln retirement consultant for one-on-one help.

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Video screen recording of tool options
4. Resources

Tools, calculators, and articles can help employees better understand debt reduction, savings, life events, and credit scores.

Financial wellness report

Find out more

Learn more about the benefits of financial wellness for your employees, and for your bottom line.

FREE WELLNESS REPORT >>