Apex Benefits, a leader in health and welfare benefits, identified a crucial gap in employee wellness: financial health. To address this, they partnered with Your Money Line, creating a two-pronged approach to enhance both employee satisfaction and client offerings.

Two challenges, one solution

‍Apex Benefits faced a dual opportunity: to provide comprehensive financial support for its diverse workforce and to offer its clients access to a valuable financial wellness benefit. By teaming up with Your Money Line, Apex successfully integrated financial wellness into its employee benefits program and extended these services to its clients, complementing its existing benefits packages.

This collaboration enables both Apex employees and their clients' workforce to access a range of financial wellness resources, including:

Personalized 1:1 financial coaching
Software to track spending and expenses
Financial education on topics such as budgeting, debt management, and retirement planning

Through this partnership, Apex Benefits has strengthened its commitment to holistic wellness, providing invaluable support to both its employees and clients.

"Your Money Line has been a game-changer for us. We've seen positive impacts across all generations in our workforce. The feedback from our clients about how Your Money Line's coaches have supported their employees' financial wellness journeys has been truly encouraging."

- Stephanie DiBlasio, VP of Human Resources and Administration, Apex Benefits

Making an impact

Within Apex

Launching Your Money Line to the Apex team has led to:

An impressive 60% participation rate at launch, with sustained engagement
Noticeable improvement in employee satisfaction
Reduced financial stress among team members
Overall boost in workforce well-being

For Apex's clients

This partnership has enabled Apex to:

Offer a more well-rounded benefits package
Address the often-overlooked financial aspect of employee wellness
Strengthen their market position as a comprehensive benefits provider

Looking forward

Apex Benefits remains committed to championing financial wellness as a key component of overall employee health. Their partnership with Your Money Line allows them to both continue supporting their own employees' financial health and provide added value to clients through comprehensive wellness solutions.

"Improving financial wellness directly contributes to better mental health. When we alleviate financial worries, we see a positive ripple effect in overall employee well-being."
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- Stephanie DiBlasio, VP of Human Resources and Administration, Apex Benefits

Discover a financial wellness program for your company

Interested in how Your Money Line can enhance your workplace or your clients' benefits packages? We offer tailored solutions to fit your needs, whether you're looking to upgrade your own benefits or provide your clients with a competitive edge.

Ready to explore? Let's start a conversation about bringing financial wellness to your organization.

Addressing Total Wellness: Apex Benefits' Approach to Financial Health