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Diversified Financial Service Companies · Strategic
Service Providers
Diversified Financial Service Companies
“I appreciated
having someone qualified to sincerely empathize, listen attentively
and follow through to the cries of ones, like myself, who
experience unexpected illnesses and financial crises –
it really ignites a ray of hope for relief.” |
WFB partners with financial service providers as they broaden their
traditional portfolio of banking and investment services to include
insurance and work-life solutions to individual and organizational
clients.
Financial service companies and financial planners realize that
satisfying their client’s financial needs and helping them
succeed financially is critically important, but not the total solution.
The Total SolutionSM goes beyond anticipating and funding financial
needs to providing WFB’s focused resources and relevant information
to help clients make good decisions when utilizing those resources
in response to various work-life events, including but not limited
to:
- Dependent care (child/elder) consultation and referral
- College planning & selection
- Home relocation support services
- Medicare and social security benefits
- Senior residential and long-term care options
As the largest provider of dependent care consultation and referral
services to employer groups in the U.S. (Business Insurance, 3/29/2004),
WFB has the experience and quality product portfolio to tailor work-life
solutions for individual and commercial account clients of diversified
financial service firms.
Ultimately, we collaborate with financial service partners, determine
what is affordable to selected segments and design work-life solutions
that can be delivered effectively with integrity.
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