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Learning - Finance Literacy Institute

Learn a New Strategy

Our strategy is making our clients Financially Well which means client is one that has their personal finances optimized in the present and for the future.

Financial Literacy Group is financial wellness for individuals and communities, we have also developed a financial wellness program as an employee benefit solution called Betterment Inc. This strategy puts us in position to offer our solution to families, employers and the employees. Financial wellness is a opportunity that has become very important in todays workplace environment, as it helps employers reduce employee stress, absenteeism, improves health, productivity, morale and productivity. It also increases employee retention and allows small businesses to compete with large companies in attracting top talent, which need more than ever after the great resignation. This also allows us to work with or recruit benefit brokers, PEO and group insurance agents, as our solutions allow them to enhanced their offerings, with any threat.

States are now beginning to mandate that even small companies must offer retirement programs offer their employees. State plans include 401Ks, these program are expensive for small companies to administer and our solution our performs those plans. Our solution can be implemented at no cost to the employer, in fact our solution save them money. An article written in the last week of December states that more working class people have set a New Year’s resolution to get in better financial shape than losing weight. We have created a sales funnel for this opportunity. Click Here

States are now beginning to mandate that even small companies must offer retirement programs offer their employees. State plans include 401Ks, these program are expensive for small companies to administer and our solution our performs those plans. Our solution can be implemented at no cost to the employer, in fact our solution save them money. An article written in the last week of December states that more working class people have set a New Year’s resolution to get in better financial shape than losing weight. We have created a sales funnel for this opportunity. Click Here

States are now beginning to mandate that even small companies must offer retirement programs offer their employees. State plans include 401Ks, these program are expensive for small companies to administer and our solution our performs those plans. Our solution can be implemented at no cost to the employer, in fact our solution save them money. An article written in the last week of December states that more working class people have set a New Year’s resolution to get in better financial shape than losing weight. We have created a sales funnel for this opportunity. Click Here

As far as Leads

Our social media campaigns generate appointments per week for 50 agents, we are able to increase to enough leads for 300 and exclusive social media leads start as low as $22 each.