• Financial Wellness - Delivering more than lip service

  • Mar 25 2024
  • Length: 54 mins
  • Podcast

Financial Wellness - Delivering more than lip service

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  • Summary

  • In this episode of FIIC Presents we discuss Financial Wellness. What actually is Financial Wellness? How can financial institutions play a role in improving financial literacy? How do protection needs come into play in this construct? Can technology be leveraged to provide Financial Wellness? We are joined by an insightful panel from the industry.

    • Patrick Cahill – Coventry (Formerly)
    • Bill Frier – First Citizens
    • Hector Madueno – SAFE Credit Union
    • Nicholas Ross - Financial Independence Group
    • David Simula – SAFE Credit Union

    The Financial Institution Insurance Council is a consortium of Stathis-Mittel and the American Banker’s Association. The organization has created a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of the clients it serves.
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