TrueStory: Celebrate Financial Literacy Month with SafisLife

By Doug True, CEO

Did you know April is recognized as National Financial Literacy Month to promote financial education, healthy money habits, and financial stability? Our United States Senate made this designation in 2003. In today’s world of automation and lackluster service standards, do you ever wish you could simply talk to a real-world human about your financial situation – from what you need help with today to how to plan for the future? Someone who has your best interest at heart and wants to see you succeed? Here at FORUM, we have launched a unique service to address just this and it is called SafisLife – a subscription based financial coaching service. This subscription membership includes regular check-ins, online tools and guides, plus access to an online digital investment tool (Betterment). When you join SafisLife you become eligible to open a Prime Reserve Savings Account (currently paying a dividend rate of 3.58% with an Annual Percentage Yield of 3.65%). The $5 per month subscription cost (cancel at anytime) will be withdrawn from your Prime Reserve Savings Account each month. Our financial coaches, Andrew and Louie, are here to help you get started on a solid financial path.

Parents, grandparents, and guardians – do you think the young adult in your life would benefit from listening to and working with their own financial coach? Something to think about – paying for their SafisLife subscription could help ease uncomfortable conversations about money. It could also be a beneficial investment for the young adult you care about, both now and in the future.

SafisLife is not just for young adults – we have members of all age ranges benefitting from SafisLife subscriptions. This includes retirees who are seeking help in stretching their retirement dollars while enjoying this chapter in their lives.

To celebrate National Financial Literacy Month, one lucky FORUM member who becomes a new SafisLife subscriber will win a $200 cash prize – this will cover more than three years of financial coaching. To be eligible for the drawing, please join SafisLife by opening a Prime Reserve Savings Account by April 30.

As a not-for-profit financial cooperative, the SafisLife program is designed to benefit the FORUM members/owners who are contributing and benefitting from the service. We believe the SafisLife offering is unique and deeply rooted in our cooperative structure. We hope you will take a moment to check it out!