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Unique Value in a Financial Wellness Program
Manage episode 397593194 series 3551169
Вміст надано Michael Sayre. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Michael Sayre або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Overview
What makes your business unique? That's an easy one. Why should employees work for you? That's another softball pitch. How are your benefits and retirement plan tailored towards your unique employee demographics and needs? That one is not as easy to answer. A financial wellness program can help you visualize and plan for your employee's unique financial needs.
Disclosures
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Information provided is not intended to be tax or legal advice. All information provided is based on our best research.
Bibliography
Anderson, B. (2019, March 8). Panic Attack: Worker Financial Stress Costs Employers $500 Billion Annually. Retrieved from 401k Specialist: https://401kspecialistmag.com/panic-attack-worker-financial-stress-costs-employers-500-billion-annually/
CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com
Disclosures
Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice.
This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced.
Contact Information
- Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047
- Phone: 801-505-0548
Social Links
- Website: https://www.cuiwealth.com/
- Facebook: https://www.facebook.com/CUIWealth
- LinkedIn: https://www.linkedin.com/company/cui-wealth-management/
- X: https://twitter.com/CuiWealth
- YouTube: https://www.youtube.com/...
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