We have the tools to help your employees see their complete financial picture. We offer three paths to financial wellness:
Always-available web-based self-serve content, including articles, videos, calculators, gamified tools, worksheets, and checklists.
Personalized education and support offered wherever and whenever employees need it — in person, over the phone, or via video chat.
Aggregated accounts information. Goal setting. Powerful budgeting feature. Employees have access to this and more when using the 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 five main sections for easy navigation:
The dashboard provides an overall financial wellness score, as well as individual scores for saving, debt, spending and protection. Scores are color-coded so employees can quickly see how they’re doing and if they can do better.
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.
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.
Tools, calculators, and articles can help employees better understand debt reduction, savings, life events, and credit scores.
Recommended reading, money hacks, and quick tips provide employees with the knowledge they need to make informed decisions, spend less, and save more.