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Financial Wellness at Work

Extend your employee benefits to include financial wellness–at no charge to you!

Meditatin Heart Smiley

Finances: A Source of Stress

According to recent studies, 78% of employees say they are distracted by financial stress at work.1 Helping your employees reduce financial stressors is an important component to their well-being.  We can help by adding Financial Wellness to your benefits package.

Like a check-up at the doctor, it is a proactive way to make sure your employees are taken care of. Best of all–this is something we offer at no cost!

What We Know About Financial Wellness at Work

•  50% of workers spend more than they earn each month

•  40% of workers stress about having inadequate savings in the event of an emergency

•  37% of workers say they have more debt than they can manage

How Our Program Can Help

Employees who engage in Arrowhead's financial program at work may have:
•  Lower stress levels and higher productivity
•  Less absenteeism and greater on-the-job focus
•  Greater preparedness for financial emergencies and life’s major moments
•  Higher job and employer satisfaction
•  Increased employer loyalty and appreciation

Financial Resources

Benefits to Your Team

headphones Access to Financial Coaches and our Balance program to help with financial health
dollar with arrows Direct Deposit for easier access to paychecks
check image Free Arrowhead Checking with eStatements
percentage sign Competitive loan rates–plus loans designed to build credit
flower with dollar sign Complimentary Investment Services2

Benefits to You

check image Direct Deposit cuts down on paper checks and processing
heart with check An additional component to your benefits package–FREE!
employee badge New Employee Orientation and Benefits Fair participation
2 chat bubbles Free resources to ease your employees financial stress
free Free on-site financial workshops

Getting Started

Contact Us Today
To add our Financial Wellness program to your employee benefit package, just contact Anissa! We can usually be on-site within a week. No business is too big or too small!
 

Anissa Reynoso Anissa Reynoso
areynoso@arrowheadcu.org
(909) 327-5933

 

 

 



 

 

1 Studies conducted by the Financial Health Network and Morgan Stanley. https://s3.amazonaws.com/cfsi-innovation-files-2018/wp-content/uploads/2019/05/24163214/FHN-MorganStanley-Infographic-FINAL.pdf

2Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Arrowhead Credit Union and Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and Member Investment Program. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the FinancialInstitution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not acurrent client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properlyregistered or licensed. No offers may be made or accepted from any resident of any other state.

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