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Guardian Launches Wealth Steps® Financial Education Platform

Businesses and associations can now adopt Wealth Steps® to provide guidance and education designed to help employees achieve financial goals.

New York, August 27, 2018 – Anxiety over personal finances is the leading cause of emotional stress. The restlessness and uncertainty that comes with managing finances can contribute to decreased physical wellness, as well as lower productivity, higher absenteeism, and even increased turnover in the workplace. To combat these effects and provide a roadmap to financial well-being, The Guardian Life Insurance Company of America® (Guardian), one of the nation’s largest mutual life insurers, has launched Wealth Steps®. The program is a learning experience that offers both interactive and personalized guidance to instill financial confidence in employees and members at businesses and associations.

Wealth Steps provides organizations the opportunity to offer in-person workshops, a tailored website with learning content and access to one-on-one financial coaching. By attending workshops and utilizing interactive tools, videos, articles, and other valuable resources, participants learn how to manage their income, savings, available cash, insurance gaps, and debt to improve their financial future.

Alleviate Financial Anxieties

“Wealth Steps can help alleviate the financial anxieties people experience all too often,” says Leyla Lesina, Senior Vice President and Head of Agency Distribution. “The program can help participants improve their financial outlook by developing a long-term strategy with clear, attainable goals. This step-by-step approach guides participants toward a financial future with clarity, confidence, and financial balance.”

Guardian’s financial representatives will work with businesses and associations to introduce participants to personal finance concepts from a unique balance sheet perspective. According to Guardian’s Millennials and Money: Understanding What Drives Financial Confidence study, 41% of millennials who created a financial plan with a financial professional feel very comfortable that they are on track toward their financial objectives vs. 22% of millennials who feel they are on track toward their financial goals and did not create a plan with a financial professional. Participating in Wealth Steps’ structured learning program is geared to get people on the right financial track, and ultimately feel more confident in their financial future.

For additional information about Wealth Steps please visit: www.wealthsteps.com or contact [email protected].

 

 

 

About Guardian
The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers, with $8.0 billion in capital and $1.6 billion in operating income (before taxes and dividends to policyholders) in 2017. Founded in 1860, the company has paid dividends to policyholders every year since 1868. Its offerings range from life insurance, disability income insurance, annuities, and investments to dental and vision insurance and employee benefits. The company has approximately 9,000 employees and a network of over 2,750 financial representatives in 55 agencies nationwide. For more information please follow Guardian on Facebook, LinkedIn, Twitter and YouTube.