30 Insurance Sales Strategies Survey

Do you think it is a good idea for employers to help their employees become smarter about their personal finances?

Do you think that states should mandate small business owner’s to provide a retirement program for their employees?

Rate 401Ks as retirement vehicles for your employees?

Rate 401Ks as retirement vehicles for business owners?

Do you think that the financial situation of your employees has an effect on the productivity of the organization?

Have you ever had an employee with financial problems affect the attitude of other employees?

Are you having problems attracting the talent that you need to operate your business optimally?

Yes

Was it easier for you to attract the employees you needed before the Covid-19 pandemic?

Yes

Are you having problems retaining the talent that you need to operate your business optimally?

Yes

Do you believe that the personal financial situation of your employees impacts their health?

Do you believe that the personal financial situation of your employees causes them to miss days from work

Does workplace culture matter to your employees?

Does workplace culture matter to you as the owner?

Yes

Do you believe that the personal financial situation of your employees impacts your profitability?

When it comes to healthcare for employees, are you..

When it comes to healthcare for your employees, are they..

Would you say your employees are happy with their jobs?

After the Covid-19 Pandemic, you are..

Do you think a financial wellness program should benefit both employees and employers?

Would you like to help your employees with eliminating their debt?

If you were introduced to solutions that reduced your healthcare cost, you would use them if.

Have you ever applied for government tax credits, rebates, refunds or incentives?

In your own words, how should your financial wellness program benefit your employees?

In your own Words, how should your financial wellness program benefit the employer?

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Betterment Inc. is a visionary platform that will take the next step towards financial wellbeing for working class Americans. Do you understand how money works? This twenty-question test analyzes your relationship with money, debt, credit, and savings, allowing you to evaluate your financial wellness in 8 minutes.

Instructions: Answer all 26 questions below to the best of your knowledge and then click "Submit!" for insight into the current state of your financial well-being..

We employ 21st century digital tools, innovative strategies to extend the economic reach tp working people on every corner of our nation. Our vision is to provide financial access to working class Americans. Your knowledge, experience and opinions are valuable, our goal is to work with like minded people and organizations that will help us begin to make a difference.

By submitting your contact information you agree to our Terms of Use and our Security and Privacy Policy. You also expressly consent to have our Experts contact you about your mortgage by text message, email, or phone (including automatic telephone dialing system or an artificial or prerecorded voice) to the residential or cellular telephone number you have provided, even if that telephone number is on a corporate, state, or national Do Not Call Registry. You do not have to agree to receive such calls or messages as a condition of getting any services from our partners or their affiliates. By communicating with us by phone, you consent to calls being recorded and monitored.