Take a Look at Some of These Stats … and Then Engage!

In general, people want to make good financial decisions that set them up for success both today and in the future, but some have never had the opportunity to learn how to do it. In fact, about 40% of Americans turn to family, friends or co-workers when they have questions about personal finance¹, and over 20% of those polled by the National Financial Educators Council did not feel they had anyone they trusted when they had a question about finance.² And one more statistic for you: Just thinking about personal finances makes over 50% of Americans anxious.³

That’s where you come in. 

Without the proper knowledge of how finances work, Americans lack the confidence and initiative to take control. With our Financial Fitness series, your clients can access pertinent financial education designed to cover the basics, giving them the confidence to feel empowered to advocate for their best futures.

April has been designated as Financial Literacy Month. Use this turnkey program to educate your current and prospective clients and facilitate virtual business today!

Visit the Engage! Toolkit

¹U.S. Financial Literacy and Education Commission, U.S. National Strategy for Financial Literacy 2020
²National Financial Educators Council, Financial Guidance Survey 2020
³FINRA Investor Educator Foundation, The State of U.S. Financial Capability: The 2018 National Financial Capability Study