Why Insurance Should Be a Centerpiece of Your Financial Wellness Strategy

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Insurance crosses generations to play an important role in financial health for all consumers.

This report from Franklin Madison defines what financial wellness is and how that definition changes by generation, describes what contributes or detracts from financial wellness, and shows how banks and credit unions can help customers and members attain financial wellness with tools including insurance.

This report covers:

  • A new awareness of financial wellness
  • How financial wellness needs are changing
  • Why the future of financial wellness includes insurance

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