Balancing personalization and data privacy to create financial wellness programs that resonate with employees.
As the COVID-19 pandemic propelled consumers down the path of holistic financial wellness, its growing importance spurred LIMRA to work with a task force of association members to define and measure consumer financial wellness.
Emergency savings — a need and an opportunity.
This is a summary of interviews with financial professionals to gauge awareness of financial wellness programs and find out what distinguishes financial wellness from traditional financial planning.
Hit your target? Benchmark individual critical illness new sales, in-force business, and growth rates for 16 Canadian companies.