
Attract, Retain & Increase Productivity
Betterment Inc., delivers financial literacy, in person (via Zoom), webinars, hosted events and personal finance eLearning courses.
Curriculum is based on our textbook “How Money Works” and it is presented in English and Spanish.
Financial wellness initiatives are promoted across the organization through timely events, and content that is researched and developed weekly by WFG .
Engagement is measured, participation & progress is monitored, surveys are taken, & reports are based on KPI.
We offer proprietary debt elimination solutions, legal services, identity protection, a free search for government tax incentive credits and AI driven cost cutting technology for self funded healthcare.
Use Betterment Inc., as a standalone solution or as an addition to your existing benefit package.
Personal Finance eLearning Courses
The quizzes provide a pathway for students to see progress and the online format means that students work at their own pace. Courses Include our Debt Freedom eBook, a Debt Free Analysis, and a Debt To Wealth Report.
Technology Driven Debt Elimination
Our proprietary Debt 2 Wealth SaaS serves as the ultimate financial assessment tool. The Debt to Wealth SaaS is an algorithm driven debt elimination technology, that serves as a financial GPS.
The Debt to Wealth SaaS, shows your employees how to pay off their debt and mortgages in as little as 5 years. As a result, it eliminates as much as 80% of their interest on mortgages, credit cards, student loans, auto loans and personal loans.
Financial Wellness is Protecting Your Employees
Employee Legal and Identity Theft Protection
Government Incentives for Business Owners
There are local, state, and federal programs designed to reward successful businesses. Unfortunately, 95% of eligible companies never claim the money they are entitled to. (Forbes, WSJ, Bloomberg, Fox Business).
If the government was holding a large check with your name on it, when would you want to know about that? Essentially, we find money that has been hidden from local business owners for free, as part of our financial wellness solution.