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Commitment issues? We totally get it.

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With SAVVI Premium you get:

  • Track your accounts
  • Understand your money
  • Plan for up to 6 goals
  • Get a personal action plan
  • Asset allocation advice
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Benefit Broker Solutions Innovative Benefit Solutions


Innovative solutions that redefine how employees make financial decisions.

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The Problem:

Making the right financial and benefit decisions is stressful for employees, especially this year. Employers struggle with how to provide increased support to employees at a time when they are maintaining or reducing budgets. What employers don’t realize is that if employees make better benefit decisions, employers can save too.



The Majority Of Americans Lack Adequate Financial Protection
50%

No Disability Insurance1

30%

No Life Insurance1

70%

No Health Savings Account (HSA)2

20%

No Retirement Savings1



1Guardian 2020 report -
https://www.guardianlife.com/business/voluntary-benefits

2U.S. Bureau of Labor Statistics - https://www.bls.gov/ncs/ebs/factsheet/high-deductible-health-plans-and-health-savings-accounts.htm



SAVVI Solution:

SAVVI offers a full suite of employee financial decision support services that can be quickly implemented to provide an improved experience for employees. Benefit Brokers can help their clients save thousands of dollars annually by helping company employees make smarter financial decisions.







SelectSmart Solution


Transform complex enrollment choices into straightforward, personalized recommendations. Employees can easily see what they are spending and saving across different benefit choices.

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SAVVI Learning Solution


Education modules are integrated within the financial platform experience to give employees confidence in making difficult benefit decisions.

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Financial Wellness Solution


Our Financial Wellness Solution guides employees through goal setting and step-by-step actions to manage their finances and reach their goals faster. This solution can be offered as a stand-alone benefit or integrated into the targeted benefit decision support experience.

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SAVVI Wealth Partners


SAVVI Wealth Partners offers employees access to a dedicated financial advisor who will coach employees on building a financial life plan. This service can be offered as a targeted benefit for senior executives to drive loyalty and retention.

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SAVVI Delivers Savings For Companies.

Calculate Your Company ROI Now!

SAVVI not only provides greater support for employees, it delivers financial benefits for employers.

In just one example, we calculated an annual savings of $100,000+1 for a company that offers the SelectSmart HSA and Benefit modules to its employees. These savings were generated from FICA taxes and combined premium and HSA contributions.

Interested to learn what your savings could be? It takes less than a minute to complete. Visit the ROI Analyzer Now!

Visit the ROI Analyzer

Visit the ROI Analyzer



1The amounts shown are based on specific assumptions on plan premiums and benefits. Please contact SAVVI for specific savings for your company.





Learn More About How SAVVI Can Customize the Right Solution For Benefit Brokers



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