In a groundbreaking series of videos organized by age, style and topic, The Financial Literacy Toolbox offers a hands-on, easy-to-understand series of informational videos and worksheets. It helps your clients learn what they don’t know, and what they need to know for a financially literate future.

The Financial Literacy Toolbox uses advanced technology that brings on-line interface to the next level. The proprietary participant data assists in developing an overall financial strategy based on the individual’s levels of engagement and interest levels across multiple topics, all within one online viewing experience. Utilizing this unique personal data allows you to change the conversation beyond just financial well-being. By using the tool in your marketing efforts, you may be better prepared to strengthen existing relationships and uncover new opportunities to assist participants with multiple issues across one’s changing financial landscape.

What Resources are included in The Financial Literacy Toolbox?

The Financial Literacy Toolbox offers tools to help educate clients or prospects about areas of personal finance and enhance relationships, including more than 19 learning modules (and growing!) and related worksheets or articles.

  • Financial Literacy Toolbox Library

    Outlines learning module topics available

    This content is restricted to Financial Literacy Toolbox subscribers.

  • How to Get Started

    Offers creative strategies to introduce the Toolbox and utilize in ongoing educational or marketing efforts, in-person, in-print and online.

    This content is restricted to Financial Literacy Toolbox subscribers.

  • Electronic Marketing Guide

    A recommended step-by-step process that gives technical instruction on how to electronically download the toolbox and e-deliver the tool to your clients. This includes an introductory email, a marketing calendar and how to organize financial themes with appropriate videos.

    This content is restricted to Financial Literacy Toolbox subscribers.

  • Using the Toolbox Video Analyzer (TVA)

    The TVA provides online reports detailing degrees of video access, and interest levels. These reports provide real-time quantitative analysis of who viewed which videos, how long they viewed them and other data that illustrates where to target educational and marketing efforts, and who to target them to.

    This content is restricted to Financial Literacy Toolbox subscribers.

About the Financial Literacy Toolbox

Whether you are serving clients as a Financial Advisor or Wellness Provider, or participants as a Plan Sponsor, you are very likely working with people who have access to financial information – but are still financially illiterate. The Financial Literacy Toolbox is a state-of-the-art set of online earning modules that’s easy for clients and participants to use.

Additional Help and Resources

This content is restricted to Financial Literacy Toolbox subscribers.