WellCents 4+

WellCents

401(k) Producer Services, Inc

Designed for iPad

    • Free

Screenshots

Description

WellCents - Financial Wellness for everyone

WellCents is a guidance based, beginning to end financial wellness program that helps create financial wellbeing. Our goal is to help your employees reach a financially sound life, ultimately leading to a successful retirement!

WellCents begins with an online Financial Wellness Assessment to help gauge overall financial wellness. Upon completion, a Financial Wellness Score is given and a customized action plan based on individual needs and goals is prescribed.

Tailored group education workshops and one-on-one meetings are available to help provide guidance
beyond the scope of the retirement plan to help address any financial needs and goals.

These meeting topics may include, but are not
limited to:
- Retirement planning
- Debt reduction
- Budget planning
- Asset allocation and investing
- Life insurance analysis
- And much more!

What’s New

Version 1.0.10

Bug fixes and performance improvements.

App Privacy

The developer, 401(k) Producer Services, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Usage Data

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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