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Intermediaries' Perspectives on Financial Wellness Programs (PDF)
Prudential 
Sept. 19, 2018
"Eighty-four percent of intermediaries expect sales of such programs to increase in the next three to five years. Nearly six in ten intermediaries (57%) consider it very important for their firm to expand sales of financial wellness programs.... Over two-thirds of intermediaries (68%) say their top challenges in selling financial wellness programs are cost (27%), limited employer buy-in (22%), or concerns about return on investment (ROI) or measuring impact (19%)."
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