IS IT TIME YOU CHANGED THE

CONVERSATION REGARDING

FINANCIAL LITERACY?

Mark Singer has created the Financial Literacy Toolbox to do just that.

Let him help you drive this extremely important discussion with

your employees or clients.

There are not enough hours in the day to build and manage a platform focused on improving the financial literacy of those you support.

The Financial Literacy Toolbox offers a ready-to-use educational tools for your plan participants or clients — helping you to help them more effectively.

The Financial Literacy Toolbox:

  • Addresses the many areas of personal and family financial management
  • Takes complicated financial concepts and breaks them down into “bite-sized” concepts
  • Provides easy-to-use educational tools
  • On-demand in a variety of media – videos, documents, worksheets and articles
  • Provides real-time information to benchmark your employees’ use of the technology

Financial Advisors

Increasing client retention and referrals. Accessing the next generation. Providing useful and interesting content to prospects, clients and Centers of Influence. These are keys to growing an advisor’s business.

The Financial Literacy Toolbox helps advisors attract new prospects, deepen relationships with clients, partner with Centers of Influence and expand relationships with families.

Employers

Are you a plan sponsor looking for the best educational resources for your participants? Are you a retirement plan service provider, custodian or related institution seeking resources that add more value to relationships with advisors or client firms?

The Financial Literacy Toolbox provides a valuable tool to your clients, building loyalty to your firm and services while bolstering market awareness of you as a creative thought leader.

Wellness Providers

Financial wellness is seldom far removed from overall health and well-being. Saving for health costs. Managing health and fitness. Being well and staying well requires adequate funding and cash flow management.

For Wellness Providers desiring to meet clients total wellness needs, The Financial Literacy Toolbox is specially designed with adult learning principles in mind.

What You Get

Mark has leveraged his 30 years in the financial services business to develop a state of the art set of resources designed to help you and your clients/employees.  Take a moment to review this extensive list of offerings that can be tailored specifically for your organization :