For benefits brokers and consultants

A financial wellness benefit your clients will thank you for.

Rolan Wealth pairs AI-powered tools and insights with 1:1 access to independent, commission-free CFP® professionals, offered as a standalone employee benefit.

Become a partner Estimate a client's cost

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Why partner with Rolan

Simple to bring to clients. Easy for them to love.

Easy to add

A standalone benefit. No carrier, recordkeeper or plan design changes.

Conflict-free

Independent, commission-free CFP® professionals who never sell insurance or investments.

Supported

We partner with you on client conversations, launch and ongoing engagement.

For your client conversations

Show a client what financial stress is costing them.

Enter their headcount and average salary. We'll draft a short email you can send as is.

Client's employees

2510,000+ (type any number)

Average salary

$30K$300K+ (type any amount)

Estimated annual cost of financial stress

At least

$608K

in lost work time and extra turnover each year.

$382K

lost work time

$226K

extra turnover

Reducing these costs by just 10% would save about $61,000 a year.

How we estimate it: Lost work time uses about 42 hours a year per employee (2.8 hours missed plus 39.6 hours of reduced productivity, John Hancock 2023 Financial Stress Survey) at average hourly pay (salary ÷ 2,080). Extra turnover assumes 59% of employees are financially stressed (PwC 2026) and are twice as likely to look for a new job (PwC 2023), against a national quit rate of about 24% a year (BLS 2025), with each replacement costing 33% of salary (Work Institute). Health care and other costs aren't included, so this is a conservative floor.

Your email to the client

Subject: An idea for your team: the cost of financial stress

Hi [Name], Using published benchmarks from John Hancock, PwC and the Bureau of Labor Statistics, I estimate financial stress costs your team at least $608,000 a year in lost work time and extra turnover across your 250 employees. One benefit worth exploring is Rolan Wealth. It pairs AI-powered tools and insights from employees’ own accounts with 1:1 access to independent, commission-free CFP® professionals, and their team supports launch and reporting. Would you be open to a brief call with me and Rolan’s founder? Best, [Your name]

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Partner with us

Let's talk about your clients.

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