Introducing Know Your Numbers

WE WANT TO HELP YOUR BUSINESS GET A WHOLE LOT HEALTHIER

THE WEALTH AND HEALTH CONNECTION IS THE FUTURE
OF FINANCIAL WELLNESS

A lot of companies talk about financial wellness, but they don’t truly know what it means. By working with leading academic and industry professionals, we believe we do. A successful financial strategy goes beyond the assets in an investment portfolio or the balance on a monthly statement. Whether it’s putting a few more dollars in a retirement account, taking the stairs instead of the elevator, or getting an extra hour of sleep to be more productive (and successful) at work … little decisions today can lead to big rewards in the future. That’s why we’re launching the Know Your Numbers initiative. Through this initiative you’ll have access to simple, actionable content and tools that will help bring wealth and health to life. Look out for this program in May!

WATCH OUR WEALTH + HEALTH VIDEO

 

WITH THIS INNOVATIVE APPROACH TO
WELLNESS, YOU GAIN THE RIGHT TO TALK ABOUT HEALTH

We care about customers as people, not dollar signs. Linking wealth and health allows us to have an ongoing discussion with them while helping them understand how different aspects of their health can impact their long-term financial future.

  • Helps people understand why it’s important to take steps to better both their wealth and health.
  • Enables them to set goals and track their progress so they are incentivized to develop good routines.
  • Celebrates the impact their actions are making today and tomorrow.

BUILD YOUR VALUE BY CONNECTING WEALTH + HEALTH

Deepen relationships by understanding what people want

When people were asked what they want to have more of in their financial future, health was the most popular answer (37%), followed by happiness and security (both at 19%). All of those beat peace of mind (16%) and independence (9%).
-Luntz Global Partners/Transamerica Wealth and Health Survey, 2016

WE'RE HERE FOR THE LONG-TERM

Throughout 2017, we’ll be providing new tools and resources that can help you discover and discuss healthy habits and their impact on financial security.

With your help, we are changing how people prepare for the future, so they can add more years to their lives and more life to their years. Below you will find a few of the tools that are currently available.

DOWNLOAD AND SHARE THE FIELD GUIDES TO HEALTH + WEALTH

Consumer: Field Guide to Health and Wealth

Financial Professional: Field Guide to Health and Wealth

Presentation: Field Guide to Health and Wealth

WE’VE GOT MORE WAYS TO HELP YOU SPEAK TO CLIENTS’ WEALTH AND HEALTH. LET’S KEEP IN TOUCH

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