Benefit Enrollment

Financial Wellness Improves Worker Productivity

Example Financial Health and Wellness Assessment Report delivered to Human Resources Benefits Managers

The Emerge Employee Benefit Program is driven by a quick, 5-step enrollment process. Employees' financial health is evaluated through a customizable wellness assessment. Employers receive access to baseline results of their employees’ wellness assessments with recommendations for improving employee financial health using our wellness tools. The report includes data on:

  • Savings behaviors and habits
  • Financial emergency preparedness
  • Stress levels due to financial issues
  • Financial awareness and interest
  • Overall financial wellness

Additionally, employers receive quarterly and annual utilization reports reflecting employee engagement in the program and identifying their financial pain points. 

Ask us about co-branding opportunities and enrollment incentives.

Online Enrollment

4-Minute Enrollment Process

1

Financial Wellness Assessment

Receive a personalized financial roadmap with 6 critical paths to bettering financial health.
2

Select a Personal Financial Coach

Meet our coaches & set up appointments for free & confidential calls, individually or with the whole family.
3

Free Monthly Credit Scores

Access free credit reports with real-time analysis, personalized savings advice, & monthly reminders.
4

365 Days of Wellness Texts & Emails

Sign up for daily messages & behavior-driven emails with tips on cutting costs, managing debt, retirement, & more.
5

Emergency Funds Eligibility Check

Up to $2500 with interest no higher than 19.9%. Funds are repaid through direct deposit to help build credit & savings.

The Need for Financial
Wellness in the Workplace

 - 81% of Americans identify money as a significant source of stress in their lives. 
American Psychological Association Survey

 - 61% of Americans report having ‘serious financial problems.’
Kaiser Family Foundation Survey.

 - More employees than ever before indicate an interest in obtaining financial advice through their employer.
Metlife Study of Employee Benefits Trends


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