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Financial Wellness - Delivering more than lip service
The Financial Institution Insurance Council Presents
54 minutes 3 seconds
1 year ago
Financial Wellness - Delivering more than lip service
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.
The Financial Institution Insurance Council Presents