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Unique Value in a Financial Wellness Program
Manage episode 397593194 series 3551169
Contenu fourni par Michael Sayre. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Michael Sayre ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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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