Improving the Financial Health of Working Americans™

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Our Mission:

We inspire employers to objectively and continually educate their valued employees in every aspect of personal finance.

The Result:

Employees who are less stressed, work harder, are more loyal, appreciate more fully the daily contribution they make in partnership with their employer and ultimately retire on time...

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WMO™️ Solutions Currently Provided For:

Employers

Attracting and retaining valued employees is a critical part of your success. Healthcare, dental and vision benefits have become a minimum expectation among employees. Integrating the WMO™️ Financial Wellness Benefit Program is a terrific way to differentiate your company allowing you to stand out from the crowd. All while Improving the Financial Health of Working Americans™️.
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Improving the Financial Health of Working Americans™ requires a purely objective, unbiased educational approach.

Why is this important?
How is this accomplished?
Program Components

Benefits Brokers / Retirement Plan Brokers / TPAs

Whether you offer employer sponsored benefits like healthcare or retirement plans or offer voluntary benefits, integrating the WMO™️ Financial Wellness Benefit Program will solidify your relationship with employers and employees. In doing so, you increase retention and enhance organic growth which builds the value of your business. All while Improving the Financial Health of Working Americans™️.
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Improving the Financial Health of Working Americans™ requires a purely objective, unbiased educational approach.

Why is this important?
How is this accomplished?
Program Components

Property & Casualty Agencies

Harness the power of the WMO™️ Financial Wellness Benefit Program with both your commercial lines and personal lines clients. By integrating the WMO™️ Financial Wellness Benefit Program you increase retention and enhance organic growth which increases the value of your agency. All while Improving the Financial Health of Working Americans™️.
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Improving the Financial Health of Working Americans™ requires a purely objective, unbiased educational approach.

Why is this important?
How is this accomplished?
Program Components

Payroll / HCM Providers

Strengthen your valued client relationships while adding new Payroll / HCM clients by integrating the WMO™️ Financial Wellness Benefit Program. As a result, you increase retention and enhance organic growth which builds the value of your Payroll / HCM company. All while Improving the Financial Health of Working Americans™️.
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Improving the Financial Health of Working Americans™ requires a purely objective, unbiased educational approach.

Why is this important?
How is this accomplished?
Program Components

Help Spread the Word

Interested in Improving the Financial Health of Working Americans™️? Learn how you can become a part of our movement.
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Improving the Financial Health of Working Americans™ requires a purely objective, unbiased educational approach.

How is this accomplished?
Program Components

DID YOU KNOW?

Nearly 8 in 10 employees indicated that financial wellness programs would make them appreciate their company more.* 
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*Guidespark, Financial Wellness Research, 2016.

© 2019 WMOversight, LLC