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Monday, July 17, 2017 - 16:46

introducing the cowan financial literacy index

Do your employees experience health issues related to financial strain?

Between juggling daily personal finances and making decisions related to future financial security, employees can find themselves shouldering an ever-increasing amount of responsibility for their financial welfare.

Does your wellness program incorporate financial wellness?

Forward-thinking organizations recognize the vital role that financial wellness plays in maintaining overall employee health, and a growing number of corporate wellness programs now include a financial wellness component.

Have you wondered how you can gauge the current state of your employees’ financial knowledge?

Cowan Insurance Group has developed a Financial Literacy Index—a few select questions related to investments and financial planning that can provide your organization with baseline data useful for:

·        Communication strategy development

·        Educational program planning, and

·        Investment line-up and plan design assistance  

Investment in financial wellness boosts employee well-being and increases health, productivity, and engagement.

Take the first step towards financial wellness by trying the sample test on our website at:

https://www.cowangroup.ca/en/wealth-management/financial-literacy-index-cowan-insurance-group

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You may also be interested in receiving the Cowan Financial Literacy Index Guide Book—a value-added resource provided to you by the Cowan Insurance Group, with guidelines to lead your organization on the path to financial wellness.

Use this secure link for your free download: http://cowangroup.ca/financial-literacy-guidebook

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For more information about the Cowan Financial Literacy Index initiative, including how you can roll this out to your own teams, please contact:

Teresa Norris-Lue

National VP, Pension and Retirement Consulting

Cowan Insurance Group

1-866-912-6926 ext. 51304

Teresa.norris-lue@cowangroup.ca

 

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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