Step by step instruction on how to plan, conduct and successfully complete a Set for Life Online SFUniversity Financial Literacy (3rd Party ERISA compliant) saas educational program to employees that have a pension or 401kretirement plan.

1. © 2011 SFL Financial, LLC
Welcome to Set for Life Financial

2. © 2011 SFL Financial, LLC
Americans Need Financial Literacy
“The success of our free market
economy depends largely on
financially LITERATE consumers.”
Set for Life Financial, LLC is a
company dedicated to bringing
Financial Literacy Education, Money
Management Tools and Resources
to the marketplace—empowering
Americans and their families to
make their financial lives work.

3. © 2011 SFL Financial, LLC
Financial “Illiteracy” is Broad Based
Department of Treasury Statistics (2009)
Over half of us just aren’t saving enough—

4. © 2011 SFL Financial, LLC
The Power of Financial Training
Wells Fargo Case Study Statistics (2011)
Online Financial Education Produces Dramatic Results:

5. © 2011 SFL Financial, LLC
Easy to Administer—Powerful Results
The Set for Life Financial Education Challenge achieves
significant results through a 5-step process:
Recruit
Champions
and Sponsors
Teach and
Empower
Employers
Enroll and
Engage
Employees
Monitor
Program
Progress
Recognition
and Results

6. © 2011 SFL Financial, LLC
STEP 1: Champions and Sponsors
It all starts with organizing
employers who recognize the
need for financial literacy and
see the benefit to their
company and its employees.

7. © 2011 SFL Financial, LLC
STEP 2: Teach & Empower Employers
The SFL Financial Education Challenge
is an easy, results driven program that
supports employers in bringing financial
literacy to the workplace.
Program Support

8. © 2011 SFL Financial, LLC
STEP 3: Enroll & Engage Employees
Signing up participants for the SFL Financial
Education Challenge is easy because—
Research shows that 70% of employees would like to
have financial education provided by their employer.
Through workplace education, employees gain
confidence in financial matters, and are more likely to
be satisfied with, and supportive of their company*.
*SOURCE: National Extension Association of Family and
Consumers Sciences at Iowa State University study.

9. © 2011 SFL Financial, LLC
STEP 4: Monitor Progress
Our online admin
panel makes it easy
for employers to track
the progress of their
employees as they
proceed through the
course materials.

10. © 2011 SFL Financial, LLC
STEP 5: Recognition and Results
The SFL University training is a
great opportunity to recognize
employees as they demonstrate a:
90% average participation in the program
40% improvement in financial knowledge
5-50% behavioral improvement in budgeting,
savings, retirement savings, etc.

11. © 2011 SFL Financial, LLC
24/7 Online Financial Campus
Simple Student Login
One-click Bookmarking

12. © 2011 SFL Financial, LLC
It’s Easy to Use!
Educational Course Intros
Completion Dates Keep
Students on Schedule
Students Re-take
Courses Until
They Pass Them
Progress TrackingEasy-access
Course Menus

13. © 2011 SFL Financial, LLC
Employees Gain Financial Knowledge
The Challenge has produced significant improvements
in financial knowledge and fiscal behavior with 200
companies and over 10,000 participants—
Two previous states,
Wisconsin & Pennsylvania,
saw significant
improvement in key
financial literacy indicators
for Challenge participants.
Participant Increase in Financial Knowledge
SOURCE: Educated Investor 2011

14. © 2011 SFL Financial, LLC
Knowledge Gained is Comprehensive
Upon completing The Challenge, participants show marked
improvement over a broad range of financial topics.
SOURCE: Educated Investor 2011

15. © 2011 SFL Financial, LLC
Employees Saving and Investing
As your employees gain financial knowledge and
skills, they become happier, more secure and
better prepared for the future.
As you can see, the impact
on how employees
approach saving and
investing improves
dramatically following
completion of our
Challenge online
education.
Contributions to Tax Deferred Retirement Accounts
SOURCE: Educated Investor 2011

16. © 2011 SFL Financial, LLC
Employer Responsibility and Reward
By providing Financial Literacy education, companies
ensure they are fulfilling their fiduciary responsibility
as an employer and savings plan provider.
Virginia Tech University Study (2007)
Employer benefits include:
Fewer employee financial concerns
Better on-the-job performance and outcomes
Improved employee finances
Greater 401(K) and savings participation
A 3 to 1 ROI on financial education
Increased employer profits

17. © 2011 SFL Financial, LLC
The Cost to Your Company?
To show our commitment to financial literacy,
we’re offering the SFL Financial Education Challenge
FREE for the first 1,000 employee participants in Wyoming!
Help us plant the seeds of
Financial Literacy for the
people of Wyoming!

18. © 2011 SFL Financial, LLC
Don’t Miss Out On Making A Difference!
Visit www.WyomingMoneySmarts.org