Page 7 - Unum 2023 Presentation
P. 7
FW WEBSITE Working with a
financial advisor can
help improve your
current budget —
TOTAL VISITS JANUARY 2022 knowing where your
money goes now,
THROUGH OCTOBER 2022: reallocating funds to
save more and planning
8,669 better. It all starts with
a budget.
Month Page Views Visits
January 1,327 | 15.3% 439 | 19.8%
February 979 | 11.3% 218 | 9.9%
March 832 | 9.6% 214 | 9.7&
April 846 | 9.8% 246 | 11.1%
May 1239 | 14.3% 248 | 11.2%
June 813 | 9.4% 218 | 9.9%
July 580 | 6.7% 175 | 7.9%
August 928 | 10.7% 215 | 9.7%
September 683 | 7.9% 145 | 6.6%
October 442 | 5.1% 94 | 4.2%
Top resources:
1. Financial Wellness Assessment
2. Consultation Link
3. Estate Planning Assessment
4. Financial Planning Quiz
5. Retirement Planning Assessment
