Your dedicated Client Success Champion will work closely with you to launch, manage, and maximize program engagement — providing guidance every step of the way.
Employee Benefits Platform
Live Well
A financial wellness program to help employees improve their financial lives.
Why Financial Wellness Matters
Financial stress impacts life. Live Well helps employees thrive.
Employees today are navigating a more complex financial world than ever before. Live Well empowers them with education, coaching, and resources that build confidence, reduce stress, and support personal and workplace wellbeing.
56%
Percent of employees who are stressed about their financial situation*
49%
Percent of financially stressed employees who are embarrassed to seek guidance on their finances*
1 in 3
Number of full-time employees who say that money worries have negatively impacted their productivity at work
Sources: *PwC’s Employee Financial Wellness Survey, 2022; **Bankrate survey April 12-14, 2023
Real people.
Real partnership.
Real impact.
Real people. Real partnership. Real impact.
Financial Guide
Personalized digital guidance to help employees navigate life’s most important financial decisions.
1-on-1 Coaching
Access to a team of licensed financial advisors for personalized conversations and actionable planning.
Smart Money Talks
Monthly live sessions covering timely financial topics and everyday money management.
Life and Legacy Services
Estate, insurance, and Medicare guidance to protect what matters and plan for the future.
Certain services may include an additional fee.
Personalized Email Campaigns
Engaging content delivered right to employees’ inboxes to maximize awareness and participation.
Access to Specialized Services
Exclusive access to solutions including student loan refinancing, mortgage support, and more.
Resources at a Glance
Tools and resources to help you introduce Live Well
Financial Guide
Internal Resource Page with Embedded Video
Watch video
Creative Planning Info
Sample Article (Link to Internal Page)
Read article
Financial Wellness
Example Resource No Thumbnail
Download resource
Help employees build confidence in their financial future.
Log in to access all available materials, training, and support assets.
Access all resources
Browse FAQs
All you need to know
How does Live Well help improve employee financial wellness?
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What types of resources are available through the program?
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How can employees connect with a financial advisor?
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How do we measure success and engagement?
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