At SevenHills, we pride ourselves on going above and beyond to educate your participants and create successful outcomes. We typically use a combination of face-to-face meetings, web-based GoToMeetings, recorded presentations, and a robust Financial Wellness Program developed by our RIA Pensionmark.
Through years of educating participants, we have learned that one-on-one meetings deliver better results than any other form of education or marketing. We are committed to providing one-on-one education for participants.
To supplement face-to-face education, we provide our participants with a robust financial wellness program that includes the following services and tools:
- Personal Financial Portal
- Employee Gap/Needs Analysis
- Bilingual Financial Wellness Help Center
- Monthly Retirement Connect educational videos and newsletters
- Monthly webinars on various retirement and financial planning topics
- Online education center
- Social media news and education
For more information on our financial wellness program, visit the Pensionmark website.
Selecting the right benefits takes a broad understanding of industry trends and regulations. SevenHills has the advantage of collective industry experience and resources as United Benefits Advisors. Equipped with an independent perspective, our advisors are able to provide objective guidance to help clients achieve their business goals.
SevenHills Benefit Partners News Completing forms properly and timely is important to good benefit management. We are here to partner with you to maximize this service for your employees. Below are three reminders: • COBRA/MN Continuation must be sent on the...read more