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Don’t Forget the Older Employees – Senior Employees Worry About Financial Wellness

Millennials and recent graduates take center stage in a lot of business discussions. They certainly are important, but they are not the only people in the office. Middle-aged employees can be found in cubicles and on project teams, contributing their knowledge and experience to the youth and enthusiasm of other employees. They cannot be ignored and they have financial wellness issues. Employers need to recognize that.

There Can Be Some Anxious Moments

Those who have loyally worked for years are looking at the future with much anxiety. They are not in college, but they have children who will be going into college and facing major debts. Medical bills are not something middle-aged employees take lightly Paying these obligations can destroy fragile budgets. Countrywide Pre-Paid Legal Services knows about the worry level of employees who are over 40 years old. We have a financial wellness program that also benefits these people.

Older employees understand budgets and they’ve worked with them all their lives. The type of assistance they need involves dealing with new experiences. They want to know how to best manage the college debt of their children, and what to do regarding medical expenses. Any of these can impact financial wellness and senior workers do not want that to happen.

We Assist with Financial Wellness
Countrywide appreciates the concern. We have a nationwide network of certified counselors who have the task of providing excellent service. It is easy to set up an appointment with one of our counselors. Some life experiences are unique to people who are over 40 years old. The employee may be downsizing and looking to buy a smaller house. The challenge is that the same person has not had to buy a house for decades. It is also possible that a plan member wants to create a will but is not fully aware of his or her assets. Our counselors provide the information and suggestions necessary to make things clearer.

The Countrywide financial wellness options cover all bases. Our certified counselors can explain how to manage college debt and what options are available for parents. Medical bills can be frightening but there are ways to make payments without breaking anyone’s wallet. Our counselors further define what can be done to make payments easier.
Retirement Dreams Are Possible

The retirement house or condo is not out of the question. Countrywide offers a program, “Make Your Move,” that can help reorient an older worker to the housing market. The asset inventories that are part of our financial wellness program can also determine how much that older homebuyer can afford. We have a comprehensive service and we know that not everything we offer is what an organization needs. It is why we allow clients a special capability.

We want to offer a client a financial wellness plan that benefits all employees. Decision-makers know the demographics of their organization and are in a better situation to respond to needs. We allow our clients to choose what benefits will be in their plan.

It is possible that the debt assistance or some other Countrywide option will be ignored. It is fine with us. We will put in the file document whatever our client wants to see. What Countrywide will provide is the service.

We choose our counselors for their communication skills as well as their expert knowledge. These professionals can talk with anyone and not make the plan member feel stupid. We go one step further with a streamlined administration that furnishes a needed service quickly. No one must wait.

Older employees are known for their loyalty and hard work. Some people have years of service to provide and employers rely on them. Our program will help the older employee deal with financial situations. It can make the final years working for an employer very pleasant.

We want to be able to further explain our benefits to prospective clients further. We believe we have something of real value for their employees. If you’re interested in Countrywide, please do contact us at your earliest convenience. We would like to answer any questions you may have.

Mature couple talking to financial planner at home

Mature couple talking to financial planner at home

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