Helps benefit plan managers and plan advisors:
Decades of financial expertise and knowledge, none of the financial service product sales.
Untangling financial confusion and throwing away industry jargon; powers up understanding, confidence, and action.
To move the mind to a point of willingness to listen; keep it simple stupid.
Allow an independent 3rd party to amplify existing benefits and programming; no need to change anything. A huge need to connect all the dots.
Everyone wants someone they can trust to bounce ideas and decisions off of without anxiety of a product sale or manipulation.
Gain insight with the right information, gather tools to protect your best interests, and realize your capacity to make sound financial decisions.
Financial Decision Making
People make thousands of decisions on a daily basis. The human's sub-conscious mind handles the vast majority of decisions some 7-10 seconds before we are aware of our decisions.
DecisionPoint focuses on developing decision making confidence and skill in every person we come into contact with to protect them, their money and their best interests when working toward their definition of financial well being.
As an employer and sponsor of qualified benefits, you go to great lengths in offering valuable benefits and resources for employees to access and use.
As a plan advisor, consultant, and/or administrator you work diligently to bring forward thinking and cost saving strategies, services, and tools to your benefit plan clients.
Our data shows that nearly 6 out of 10 employees following a QuickCheck request follow-up contact and seek next step actions to complete their self-selected action items. QuickCheck programming and services can assist in engaging benefit plan participants, engage or re-engage all types of money personalities, and boost the percentage of your employees actively engaged in improving their financial health.