Financial Well-being

Our financial well-being strategy is built on the philosophy of “educate, empower, and act” with one goal: to help individuals make better financial decisions.

Financial well-being with MMA Prosper Wise

MMA Prosper Wise is an employer-sponsored financial well-being program that combines an award-winning online platform with experienced financial coaches and investment advisors. Our tools and live coaching sessions will provide the answers to your questions and help you make your financial goals a reality.

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The Financial well-being difference

Employees have growing concerns over their financial future. We offer financial well-being education and advice services to lessen the impacts of financial stress on employee productivity.

More likely to be distracted by their finances at work

53%

Of workers are stressed about their finances

1/3

Of employees have savings to cover 6 months of expenses

61%

Of pre-retirees and 47% of retirees feel unprepared

Financial well-being benefits

MMA Prosper Wise gives your employees the best of both worlds – on-demand, online financial guidance backed by personal advice.

Lower absenteeism

Increased ability to attract and retain talent

Improved employee productivity

Enhanced employee satisfaction and engagement

Financial well-being solutions for your workforce

Download our flipbook for more information about MMA Prosper Wise.

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Image of cover page of our Financial Well-being flipbook

Meet our team

Financial well-being is a journey – together we’ll take the first step.

Bill Sautter

Financial Well-Being Coach

Jennifer Conklyn

Director of Financial Consulting

Jay Fisher

Client Service Representative

Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.

Click here to view our Form ADV Part 2A Brochure for MMA Prosper Wise^SM Services.

Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.

We are providing this information to you in our capacity as financial professionals with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a registered investment adviser through MMA Securities. Certain of the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally registered representatives of MMA Securities.

A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.

d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.