QuickCheck™
Helps benefit plan managers and plan advisors:
- Engage employees and their varied money personalities
- Increase utilization of all benefits and resources
- Increase the wellness impact of existing education and training programs
- Improve plan ROI
QuickCheck™ pillars of transparency
No Sales Zone
Easy, Simple, Quick
No Sales Zone
Decades of financial expertise and knowledge, none of the financial service product sales.
Straight Talk
Easy, Simple, Quick
No Sales Zone
Untangling financial confusion and throwing away industry jargon; powers up understanding, confidence, and action.
Easy, Simple, Quick
Easy, Simple, Quick
Promote Offered Plan Benefits
To move the mind to a point of willingness to listen; keep it simple stupid.
Promote Offered Plan Benefits
Promote Offered Plan Benefits
Promote Offered Plan Benefits
Allow an independent 3rd party to amplify existing benefits and programming; no need to change anything. A huge need to connect all the dots.
Validate Financial Decisions
Promote Offered Plan Benefits
Validate Financial Decisions
Everyone wants someone they can trust to bounce ideas and decisions off of without anxiety of a product sale or manipulation.
Develop Decision Confidence
Promote Offered Plan Benefits
Validate Financial Decisions
Gain insight with the right information, gather tools to protect your best interests, and realize your capacity to make sound financial decisions.
We've taken product sales out of the recipe
Focus on developing the ability to make sound financial decisions
- Simplifies decision events and choices.
- Empowers confidence with the right information.
- Shares professional and industry best practices and perspectives.
- Improves individual financial management skills and offers tools that protect individual best interests.
Relevant Information Turbo Charges the State of Informed Awareness
- Amplifies the importance of existing educational and wellness programs.
- Increases utilization of offered benefits.
- Creates decision making safe zones and prohibits soliciting financial service products to employees.
- Offers employees due diligence skills and tools before they buy financial products, solutions and services.
- Improves employee engagement and receptivity to new tools and resources.
Discerning the good, the bad and the ugly
- The Information Age is a wondrous and challenging time to make decisions.
- A google search of "life insurance" returns over a billion search results. Where do you begin and How much information is enough information to make a decision?
- We translate industry jargon and concepts into understandable and usable strategies.
- Straight, honest, and transparent talk at the level the audience can understand.