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Benefits

Member benefits

Designing Digital Financial Advisory Tools for Low-to-Moderate Income Older Adults

Most low-to-moderate income (LMI) older adults are financially challenged to reach retirement and maintain their quality of life as they age. This report showcases research insights and design features that financial service providers can leverage to better support the needs of this group as they approach retirement, produced in partnership with the Institute of Consumer Money Management.

Member Exclusive

2021 Member Kit

Use the Press Kit to announce your membership to the Financial Health Network both publicly and internally. Also, take this opportunity to learn about Member-only research and events.

Member Exclusive

Member Summit 2020: Insurance Small Group

Learn key ways to promote customer resilience in the wake of COVID-19, with input from insurance providers and other Member companies that are integrating financial health into all areas of their business.

Member Exclusive

Member Summit 2020: Policy Small Group

Learn effective ways to address racial disparities in financial health as our Members discuss the roles of policymakers and financial institutions, including banks and fintechs.