Financial Wellness Ecosystem

A Bank Like a Bank solution that will help create a healthy, long term financial future for Employers & Their Employees.

We are Hybrid Alternative to a 401K Retirement Plan.

Comprehensive, Straight Talk Personal Finance e-Learning Courses That Speak To Real World Issues.

the Mathematical Fastest Route to Zero Debt. eliminates debt, cancels interest, educates, engages, plans, forecasts, manages, advises, Monitors, Reports and guides Users Step By Step to Zero Debt.

Business Owners and Their Employees Learn How to turn Debt into long Term Income. Have an  Loan or a mortgage? We Should Talk!

unlock the financial potential of your most valuable asset, you can get to equity in 5-7 years..

Understand the changes to the IRS codes 7702 & 101a via the Cares Act 2020!

reduce healthcare costs by 10% to 15%, with No Change to Existing Providers & No out Of pocket Cost.

improve employee retention, Decrease absenteeism & Improve Safety. increase worksite productivity, & Positively Effect organizational Culture, while boosting the Business bottom line.

Solves Many of Today’s Top Employment Issues

Attracting and Retaining Talent has become More Competitive than ever.

A recent Morgan Stanley Study states that 78% of employees who are experiencing high financial stress admit they are distracted by it at work.

A May, 2021 report by Statista states two of the top five challenges business owners are facing are also financial Future .

The impact from and loss of business as a result of the coronavirus 29%, financial stability and cash flow 12%.

Research also shows that a top issue for small businesses in 2021 is cultivating, retaining and engaging millennial talent.

Employee turnover is another serious issue for small and medium-sized companies. It costs businesses an average of $15,468 when an employee leaves the organization.

We Offer Solutions for employees at any stage of their employment. What Happens with your employees stays between us and your Employee.

Attend Our Workshop in Dallas, at the Small Business Expo – October, 12 2023 – 10am -5:00pm CST

Bank Like a Bank is a Movement!

Your Employees Can’t Build Wealth If They Are in Debt!

The proprietary Go Debt Free interest elimination solution serves as the ultimate financial assessment tool. An algorithm driven debt elimination technology, that Maps Your Mortgage Pay Off, a financial GPS.

The technology acts like a GPS, directing funds in the most efficient way to pay off debts earlier than the standard term. It can reduce the interest paid and help users to become debt-free more quickly. This is akin to the snowball or avalanche methods of paying off debt, but it’s driven by AI and an algorithm.

    An Employee Turning a Mortgage into Wealth is Game Changing!

    This Is An Advanced Financial Strategy That Goes Much Further Than The “Infinite Banking Concept” Or “Bank On Yourself.” With An IUL, There’s Potential To Earn Tax Free Interest Based On Stock Market Performance Without The Risk Of Losing Principal. Furthermore, Policyholders Can Borrow Against Their IUL Cash Value, Effectively “Banking” With Their Policy. The Idea Is That Instead Of Paying Interest To A Bank, Lender Or Even The Life Insurance Company, They’re Not Paying Back The Loan, They Are Paying Off Debt In Record Time, Overfunding The IUL With That Debt And Theoretically Earning The Interest Themselves.

    One of the key benefits of an IUL is its tax-advantaged growth. Earnings within this policy are not taxable. Furthermore, loans against the policy typically aren’t considered taxable income.

    Happy Employees = Happy Employers!

    Financial Literacy, Is Part Of Our Holistic Solution!

    Financial Wellness

    How Money Works e-Learning

    Betterment Inc., delivers financial literacy, in person (via Zoom), webinar training, hosted educational events and certified personal finance e-Learning courses developed by our research team the Finance Literacy Institute, and based on our text book “How Money Works”. All courses can be translated into multiple languages, using the website translation tool, however the How Money Works Master Class is translated into in Spanish or Students Can Google Translate.

    essentials personal finance elearning

    How Money Works Content

    Our library of financial content houses thousands of marketing and educational finance posts, articles, videos, blogs, podcasts, advice, presentations, webinars and media appearances.  New content is researched, produced and created every week specifically in adult market segments, including Generation Z, Generation X, Millennials, Baby Boomers. Content reinforces the information written in the book which has sold over $1,000,000 copies.

    Financial Wellness Attracts Better Employees!

    Mortgage Payoff Strategy

    The Mortgage Payoff Strategy Program Is Life Long Partnership. You Get The Pay For Pros & Cons Of Early Morning Ebook, The Mortgage Payoff Strategy Program, The Prosperity Financial Wellness Program, The How Money Works Master Financial Literacy ELearning Course, The Bank Like A Bank App, A Debt Free Report. Read More.

    Student Tuition Strategy

    The Student Tuition Strategy Is Life Long Partnership. You Get The A Preparation For College Tuition Report And Pay For College Without Taking Student Loans Ebook, The Prosperity Financial Wellness Program, The How Money Works Master Financial Literacy ELearning Course (5 Hours), The Bank Like A Bank App, A Debt Free Report. Read More.

    impact financial wellness

    Impact Financial Wellness

    he Impact Financial Wellness Program Is Life Long Partnership. You Get The Pay For Pros & Cons Of Early Morning Ebook, The Impact Financial Wellness Program, The How Money Works – Essentials Financial Literacy ELearning Course (3 Hours), The Bank Like A Bank App, A Debt Free Report.

    Prosperity Financial Wellness

    The Prosperity Financial Wellness Program Is Life Long Partnership. You Get The Pay For Pros & Cons Of Early Morning Ebook, The Prosperity Financial Wellness Program, The How Money Works Master Financial Literacy ELearning, The Bank Like A Bank App, A Debt Free Report.

    Prosperidad Bienestar Financiero

    Prosperidad Bienestar Financiero

    El Programa Prosperity Financial Wellness es Life Long Partnership. Obtiene el libro electrónico Pay for Pros & Cons of Early Morning, The Mortgage Payoff Strategy Program, The Prosperity Financial Wellness Program, How Money Works Master Financial Literacy eLearning Course (5 horas), The Bank Like a Bank App, a Debt Free Report.