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Financial Well-being
Promote a total health approach to employee well-being and reduce healthcare expenses by adding financial education and guidance to your organization's wellness offerings.
Employees have growing concerns over their financial future—and financial stress impacts employee productivity. Recent studies have shown that your employees want your help when it comes to financial education. To help you support your workforce, Marsh McLennan Agency now offers financial education and guidance services.
(Source: PWC Employee Financial Wellness Survey, 2021)
“Employers have achieved an average ROI of $3 for every $1 invested in a financial well-being program.”
Source: Retirement Advisor
Financial Well-being Coverage
Take your employees’ prosperity from concept to reality. Marsh McLennan Agency’s financial well-being education and guidance includes a variety of comprehensive services designed to grow wealth step by step.
Meet a financial well-being specialist.
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Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.
Click here to view our Form ADV Part 2A Brochure for MMA Prosper WiseSM Services.
Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.
We are providing this information to you in our capacity as financial professionals with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.
Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a registered investment adviser through MMA Securities. Certain of the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally registered representatives of MMA Securities.
A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.
d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.
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