Financial Resource Center

An interactive learning center to position your products and services as solutions to your web visitors' financial needs.

The Financial Resource Center was created as a "mini-website" that can be added to your site. It contains checklists, worksheets and a library of articles that visitors can use to understand their finances, identify steps to bring them closer to financial success and lead them to the products and services you offer that they need to reach their financial goals.

View a sample Financial Resource Center.

Download a "pdf" file for a more complete description of the benefits and features of the Financial Resource Center.

Financial Checklists
The checklists are the most important and action provoking part of the Center. Each of the nine Financial Checklists identify key issues or pose critical questions. The web visitor is then directed to learn more by reading a related article in a Financial Library and directed to your product/service pages that respond to their need. If that product or service can be "bought" electronically, they can be directed to the online transaction site. If the product or service is not available electronically, they are directed to call or email for assistance.

1. Basic Financial Planning - 9 key areas.
2. Simplify Your Finances - 8 steps.
3. Annual Financial Physical - 8 issues to address annually.
4. Managing Your Debt - 7 steps.
5. Insurance Review - 9 items to consider.
6. Annual Investment Review - 12 things to examine.
7. Retirement Planning - 7 key issues.
8. Income Tax Planning - 12 areas to consider.
9. Estate Planning - 14 issues to cover.

The Checklists were created as an "interactive" way for users to learn more about their important financial issues and to lead them to your financial solution for the particular need the checklist highlights.

Financial Worksheets
The nine worksheets enable consumers to organize and record important financial and personal information. The worksheets are formatted as "pdf" files for easy downloading and printing.

Financial Library
A total of 75 articles are arranged into eight categories to enable visitors to learn about the following specific topics:

1. General Financial - 18 articles.
2. Home Ownership - 7 articles.
3. Insurance - 11 articles.
4. Investing - 14 articles.
5. Retirement - 12 articles.
6. Income Tax and Estate Planning - 14 articles.
7. Issues Facing Parents - 7 articles.
8. Small Business Issues - 16 articles.

Adding references to your products and services and links to your related web pages can make it easy for web visitors to further make the connection between their needs and your products.

The Financial Resource Center files are included in the comprehensive Library of Content service.