Drive Results with BrightPlan's Financial Wellness Solution

Lead with value. Win with insight. BrightPlan gives you a differentiator clients actually care about—financial wellbeing that connects benefits, drives engagement, and delivers measurable business results.

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Empowering and achieving results together with:

Detailed Value Proposition:

In a market where every broker claims to “go beyond benefits,” BrightPlan helps you prove it. We enable you to bring clients a turnkey, tech-driven financial wellness solution that enhances the value of every benefit you already sell.

What you gain:

A unique offering to strengthen relationships and open new doors
Real-time data on employee engagement and wellbeing
Measurable impact on retention, productivity, and financial outcomes
Dedicated partner support and co-marketing resources

With BrightPlan, you don’t just sell benefits, you deliver better outcomes.

Win Differently

BrightPlan gives you a turnkey differentiator that drives client loyalty and new revenue streams

Compete Upmarket

Enable mid-sized firms to rival large consultancies through data-backed wellbeing programs.

Grow Credibility

Co-branding with BrightPlan elevates your advisory position and accelerates new client wins.

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