- Trusted, Unbiased Guidance: Individualized support from fiduciary Certified Financial Planner® professionals - no product sales or commissions.
- Engaging Digital Tools: Employees can use financial checkups, budgeting calculators, retirement models, and interactive lessons to build confidence and take action.
- Integrated Benefits Education: LearnLux can personalize content based on our existing benefits and help employees make smarter decisions during open enrollment and beyond.
- Inclusive for All: Supports employees across income levels, life stages, and work environments - from entry-level staff to executives.
- Measurable ROI: Demonstrated outcomes like lower financial stress, fewer 401(k) loans, improved use of pre-tax benefits, and reduced turnover.
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