Maximizing Long-Term Financial Wellbeing by First Solving for the Short Term

Results from the HUB Vitality Gap Index Survey show that organizations with financial wellbeing programs that cater to employees' short-term and long-term needs will best reduce financial-driven stress, improve productivity and level up recruiting and retention. Yet for many organizations, a significant gap remains between what they offer and what employees actually need.

This report examines that gap and makes the case for a more holistic, personalized approach to financial wellbeing. From debt reduction and budgeting support to retirement planning and wealth building, the right program meets employees where they are today while setting them up for long-term financial health. The result is a measurable difference for your entire workforce and a lasting competitive advantage in talent.

View the Report to discover how closing the financial wellbeing gap can reduce stress, improve productivity and strengthen retention.

HUB Retirement and Private Wealth employees are affiliated with and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, some of whom may or may not be affiliated with HUB International. HUB International owns the following Registered Investment Advisers: HUB Investment Partners; Global Retirement Partners, LLC and RPA Financial. Additional information for each individual HUB International Registered Investment Advisor may be found in the respective Form ADV available on the SEC’s IAPD website at https://adviserinfo.sec.gov. Insurance services are offered through HUB International.