Inclusion Plus Financial Inclusion 101

1. Introduction to Financial Inclusion

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Financial inclusion refers to access to quality financial services for all people, delivered
by trustworthy providers, with respect for the customer.
Over 50 countries around the world have set up plans to address financial inclusion in
their country. Financial inclusion is a major global effort with funders large and small
because of the high potential impact on poverty reduction.
What is Financial Inclusion?

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An estimated 2 billion people lack access to even the most basic
financial tools. Many of them survive via informal tools, such as
savings groups, friends and family or informal lenders.
Only 40% of the world’s population uses a debit card for purchasing
transactions.
Less than 30% have saved at a financial institution in the past year.
Financial Inclusion Worldwide

4. How is MetLife Foundation
getting involved?

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To improve the financial lives of low-income
people around the world by partnering with
effective organizations that provide advice and
access to high-quality financial services.
The lessons that we and our partners learn are
shared to continuously improve products and
services.
MetLife Foundation Mission

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MetLife Foundation Pillars
Knowledge
Products &
Services
Insights
Increasing individuals’ and families’ readiness, willingness and ability to engage with the financial sector
• Removing barriers to entry
• Identifying “entry point” opportunities
• Educating people on the financial products and services that can be of most benefit to them
Delivering high-quality financial products and services, such as savings and credit
• Developing appropriate products and services
• Providing tools for personal finance management
• Using data and implementation approaches known to maximize successful services uptake
Investing in research and sharing what we learn with the financial inclusion community and beyond
• Conducting research and sharing it as thought-leadership content
• Collaborating with peers addressing similar issues
• Measuring and evaluating your progress

7. Quick Group Quiz

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A. Committed to bringing access to quality financial services to low-
income people and communities around the world.
B. Committed to making sure that everyone around the world has
access to quality life insurance premiums.
C. Committed to helping wealthy communities in Bangladesh have
quality access to financial services and products.
What is the mission of MetLife Foundation?

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A. Inclusion Plus is an education program that is teaching
financial inclusion in Bangladesh.
B. Inclusion Plus is a sales program that wants to bring
entrepreneurs from around Bangladesh to work for
MetLife.
C. Inclusion Plus is an innovation competition from MetLife
Foundation which seeks solutions that accelerate
financial inclusion in Bangladesh.
What is Inclusion Plus?

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A. Services
B. Knowledge
C. Youth Leadership
D. Insights
Which of the following is not a pillar of MetLife
Foundation’s mission to accelerating financial
inclusion?

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A. Access to a savings account.
B. Access to a reliable lending system.
C. Access to the knowledge required to
successfully manage your accounts.
D. All of the above are examples of
financial inclusion.
Which of the following is NOT an
example of financial inclusion?