Independent Financial Information for Big Life Events: Stephanie's LearnLux Story
After remarrying, Stephanie wanted to improve her overall financial health. By partnering with the LearnLux financial wellbeing program, she now feels confident with a clear financial plan for the future.
“Many sources are biased, and advisors often try to sell you certain products. For me, LearnLux is a great platform because they offer independent financial information.” - Stephanie M., Sales Support Coordinator
For HR and benefits leaders, Stephanie's story shows why program trustworthyness is the thing employees notice first.
Stephanie remarried within the last few years, and she and her husband each brought children from previous marriages. Getting their finances and their wills in order was the priority, and they had real questions with no one they trusted to answer them. Estate planning across a blended family is exactly the kind of decision where generic content falls short and product sellers step in.
She found what she needed in LearnLux: videos, digestible information, and resources that are hard to track down elsewhere, none of it attached to a commission. In her words, the value is independent financial information. That is the fiduciary model working as designed. LearnLux planners are salaried and always act in the employee's best interest, never paid on commission to recommend a product.
The outcome is a couple making decisions together on the questions that matter most to their family, with 1:1 guidance from Certified Financial Planner® professionals so every plan gets a trusted human touch.
Independent financial information for big life events
LearnLux has improved my financial decision-making.
I have been remarried within the last few years, and my husband and I both have children from previous marriages. We knew we needed to get our finances in order [and] get our wills in order.
There were a lot of questions we had, but didn’t know who to ask, or didn’t have someone we trusted. We also don’t have all the expertise needed for a complete financial plan.
I found the LearnLux platform has videos, information, and links to all kinds of resources that are sometimes difficult to find in the real world. Many sources are biased, and advisors often try to sell you certain products.
For me, LearnLux is a great platform because they offer independent financial information. I really appreciate the LearnLux platform. Financial education is so important in today's society, and I think people don’t always know where to go to get it. I think it’s a great benefit that many companies offer to their employees, and LearnLux is a fantastic platform to make that happen.
Thank you to Stephanie for sharing her story!
About LearnLux
LearnLux is the leading provider of employee financial wellness that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.
Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Our holistic financial wellness benefit helps employees feel great about their money, allowing their work and wellbeing to thrive.