Despite Indiana’s less-than-exemplary health status (too much obesity and smoking), financial wellness is a factor that cannot be overlooked. Primerica is one of many organizations trying to make a difference through employee education.
Chase Eaton has been a regional vice president for the organization in the Indianapolis area for the past nine years. (During that time, he has also been a member of the Indiana Pacers’ Power Pack — that high-flying dunk team that entertains fans during each home game.)
Eaton says there are two parts to the Primerica plan for businesses:
- Group presentations that teach employees basic money concepts such as the Rule of 72, debt stacking (how to pay down debts faster), efficient budgeting, saving for retirement and more.
- Individual sessions in which associates can develop, with a coach, a personalized financial game plan. Outcomes include a debt freedom date, financial independence number (amount of savings needed to retire), itemized budget worksheet and comprehensive insurance review.
Contact Eaton to learn more.
The Wellness Council of Indiana focuses on the financial side of wellness as part of its work with organizations throughout the state. Membership is an excellent first step to establishing an overall culture of wellness.