Employee Turnover a Problem?

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Reduce Costs

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Improve Benefits

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Increase Participation

A New Take on the 401(k) and
Self-Funded Healthcare Experience for 50-1,000 Employee Groups

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What Makes NetWellth Different?

Most employee benefits
packages are offered by
salesmen who get paid on
commission, not on whether or
not your employees have the
best packages available to them.

The sad fact is, they’re
incentivized to offer the most
lucrative plan for them NOT the
best plan for you.

We flip the employee benefits model on its head by offering a:

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WellthCoach

 (not a salesman)

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Interactive Tech Platform

to help your employees tie their salary, investments and net worth to their job

we don't get paid to cross-sell you more expensive products/services

We get paid on 3 FACTORS:

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Cost Savings

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Service Ratings

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Participation Levels

ALGORITHM-BASED INVESTMENT ADVICE (ROBO-ADVISOR)
AT A FRACTION OF THE PRICE OF A HUMAN INVESTMENT ADVISOR

Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM"), dba eFiduciary Advisor (“eFA”), an SEC Registered Investment Adviser. Expand Financial, LLC is not a subsidiary or control affiliate of MAFM/ eFA.

Optimize your 401(k) and healthcare "products"

Todays pre-packaged products are sold with unnecessary and hidden costs that work against the very purpose of your employee benefits. Since we don't receive product sales commissions, you receive true transparency when selecting the best solutions to meet your participants needs

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Boost your employees wealth and wellness

From confidential coaching to tracking and improving results, NetWellth helps your employees increase their net worth and feel better, inside and outside of work!

Give your employees a voice

Conventional service lacks clarity, and often times leads to confusion rather than engagement. Empower employees to give feedback in a more meaningful way.

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Self-Funded Healthcare Savings

Contact Your Local Wellth Coach

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Ben Myers

General Sales Manager at Pete Moore Chevrolet

I´ve been personally very pleased with the performance of the program over the years and I´m sure that you would be too

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Billy Kelly

General Manager at Preston Hood Chevrolet

If you were looking for someone that will be a stable and reliant coach and positive force there´s no one better

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Andrea West

HR Director at Preston Hood Chevrolet

The follow-up visits those are especially helpful because it just keeps the employees on track it reminds them. I love when you tell employees this is your reminder that if you´re not feeling your contribution it´s time to up a percentage

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