Enhance Your Employee Benefits with FORUM
Employer Partnership Perks
FORUM Credit Union is your Financial Wellness Partner. Set your company apart from the rest with added benefits for your employees at no cost to you. It is our goal to serve as a trusted financial advisor to you and your employees, a commitment we take very seriously. Adding benefits to assist employees' personal and financial lives improves their goodwill and devotion toward their employer. Research shows employees who are financially sound are more productive.
FORUM is here to provide trusted advice and help your employees live their financial dreams by offering the following perks.
- Free insurance quote
- One-on-one financial coaching
- Financial wellness education
- Quarterly promotions to share
- Free credit review for employees
- Online financial resources
- Health Savings Accounts (HSAs)
By inviting a FORUM representative to your workplace, your employees gain a dedicated financial partner who helps them maximize their savings. Representatives provide personalized access to financial tools and help build long-term wealth.
We also offer a variety of customizable, in-person or virtual presentations tailored to fit your team's needs. Popular topics include:
- Understanding Your Credit Score
- How to Budget
- Investment 101
- And much more!
- Health Savings Accounts (HSAs)
A FORUM Health Savings Account (HSA) helps you set aside money and pay for qualified expenses if you are covered by a qualified high-deductible health plan. Learn more about our Health Savings Accounts (HSAs) - Online Financial Resources
Employees have access to a library of online financial tools, educational articles, calculators, and resources designed to support informed financial decision-making. These self-service resources allow employees to learn at their own pace and access guidance whenever they need it. - Financial Wellness Presentations
FORUM offers engaging on-site or virtual presentations covering a variety of personal finance topics. These sessions provide employees with practical knowledge they can apply to improve their financial wellbeing
- Free Credit Review: Schedule a complimentary credit check and report review in a local branch or by phone to learn tips for improving your score.
- Free Insurance Quotes: Protect what matters most with affordable, no-obligation quotes for your auto, home, and business.
- Quarterly Promotions: Enjoy exclusive seasonal member perks and promotions to share with your employees.
- Our premiere Indianapolis event venue provides the perfect ambiance and amenities to make your event memorable! Plus, your company may receive a discount on room rental for events.
- The FORUM Credit Union Foundation is dedicated to strengthening the communities we serve by enhancing youth educational opportunities. Our Educator Grants and Collegiate Scholarships embody our cooperative spirit and improve the communities we serve.
SafisLife is FORUM's subscription based financial coaching service.
This subscription membership includes regular check-ins, online tools and guides, plus access to an online digital investment tool.
The $5 per month subscription cost (cancel anytime) will be withdrawn from your Prime Reserve Savings Account each month.
Plus, you can save up to $25,000 in this account that earns a top dividend rate! You can choose to utilize only our online investing tool and the subscription fee is not applicable.
