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The Business Case for Promoting Financial Wellness Among Employees
Financial wellness is more than a buzzword—it’s a strategic necessity in today’s workforce. When employees face financial stress, it disrupts focus, increases absenteeism, and lowers job satisfaction. These factors directly impact an organization’s productivity, performance, and profitability. Organizations that prioritize financial wellness empower employees to bring their best selves to work. Ignoring it can […]
LifeLock and TheMoneyCoach.net – Raising the Alarm on Identity Theft Through Trusted Financial Expertise
Why LifeLock Wanted a Real Voice on Identity Theft Identity Theft Education: LifeLock, a leader in identity protection services, knew that most Americans still didn’t fully grasp the severity of identity theft—particularly the fast-growing threat of Social Security number fraud tied to tax returns, benefits, and credit profiles. They wanted to reach a national audience […]
How AARP and TheMoneyCoach.net Transformed Financial Education for Seniors
Why AARP Needed a FinTech Curriculum Financial Education for Seniors: In 2019, AARP—the nation’s largest nonprofit dedicated to Americans aged 50+—saw a troubling trend: millions of seniors were struggling to adapt to a digital financial system. As banking rapidly shifted online, many older adults were left behind, risking both access and security. To address this […]
Northwestern Mutual and TheMoneyCoach.net – Building a Financial Education Hub for Everyday Consumers
Why Northwestern Mutual Needed Original Financial Education Content Northwestern Mutual wanted to expand its reach to a broader consumer audience—not just through advisors and insurance reps, but directly via online platforms. To do that, they needed more than product descriptions or brand messaging. They needed educational, engaging, and useful financial content that would speak to […]
Northwestern Mutual and TheMoneyCoach.net – Training Financial Professionals to Educate with Heart
Why Northwestern Mutual Needed a Human-Centered Approach Financial Education Training: Northwestern Mutual had long been successful in providing financial products and advice. But they noticed a gap: their team of financial professionals were trained to sell—but not necessarily to connect. They realized that delivering financial education to the public requires more than just knowledge. It […]
Prudential and TheMoneyCoach.net – Elevating Women’s Voices Through Financial Research
Why Prudential Needed Real Data on Women’s Financial Lives Women’s Financial Survey: After the success of the Stepping Out Conference, Prudential realized that educating women was only part of the equation. To lead the industry and better serve this audience, they needed to understand women’s financial habits, challenges, and goals at scale. Thus, the Prudential […]