Value Add Solutions
These presentations are Perfect for your office or association meetings
Are you a business owner who wants to extract more value from the premiums you pay for your group benefits? Leverage an outside expert to provide insightful education in a fun and interactive way. Your employees will learn how to get the most from their benefits package and appreciate the benefits you offer. Building your company culture and higher employee retention is only a guest speaker away. Call us know to discuss a complementary presentation!
The biggest risk is not what you think. Most people realize a significant risk to their financial lives is the risk of needing some form of care as they age. The biggest risk is how California is planning to penalize you (and potentially your employer) if you do not plan for this individually. Incapacity Risk: CA v. Residents is a 30-minute presentation that introduces the risk of incapacity as you age, the impact it can have, how the state of CA is thinking about penalizing you for not preparing for it, and what you can do about it.
As they say in sports; offense wins games, defense wins championships. Achieving financial success is hard work. There is a lot that needs to go right; and a lot that can go wrong. During this presentation attendees will learn how to design a financial game plan that mitigates their financial risks and eliminate worry from their finances.
Consider the impact of Employee Benefits
59% of employees who strongly agree that their organization cares about their overall well-being believe they can always bounce back after a hardship.¹
But only 1 in 4 employees strongly agree that their organization cares.²
Nearly 70% of employees say they would work harder if they were better appreciated.3
Benefits Perception Challenge:
Employer perception vs. Employee perception
70% of employers believe they do an excellent job addressing workforce mental health.
But only 47% of workers agree.⁴
63% of employers believe they do an excellent job addressing workforce physical health.
But only 39% of workers agree.⁵
60% of employers believe they do an excellent job addressing workforce financial health.
But only 22% of workers agree.⁶
Some Cool Facts
Numbers Speak For Themselves
Disclaimer
1, 2 “Creating your own workplace well-being: A manager’s guide,” Gallup, 2021 https://www.gallup.com/cliftonstrengths/en/352199/creating-own-workplace-wellbeing-manager-guide.aspx.
3 “Statistics on the importance of employee feedback,” https://officevibe.com/blog/infographic-employee-feedback.
4, 5, 6 Source: “Mind, Body, and Wallet: Workforce well-being in the pandemic era,” 10th Annual Workplace Benefits Study, 2021