Lincoln Expands Financial Wellbeing Platform

The expansions include a partnership with Candidly on student loan borrowing
Financial wellness platform
Image credit: © Andrey Popov | Dreamstime.com

Lincoln Financial announced an expansion to its WellnessPATH Marketplace, a suite of financial wellness solutions aimed at helping participants plan, save and navigate financial decisions.

Since launching in 2023, WellnessPATH Marketplace has expanded to offer 10 solutions to help build employee confidence including:

  • Student loan support resources
  • Emergency savings account solutions
  • Tax preparation discounts
  • Home, auto and renters insurance
  • Pet insurance
  • 529 college savings plan finder
  • Estate planning support
  • Debt management
  • Homebuying support*

Additionally, within Marketplace, Lincoln’s WellnessPATH tool can provide information and education for participants to create a personalized journey to improve their financial wellbeing.

“We’re proud of the expansion of our wellness offerings on WellnessPATH Marketplace,” said James Reid, executive vice president, president, Workplace Solutions, Lincoln Financial. “The expansion of our partnership with Candidly to include access to college savings solutions, as well as the introduction of tax preparation, estate planning and homebuying support solutions through additional partnerships, demonstrates our commitment to helping our customers and their employees reach their financial wellness goals.”

In partnership with Candidly, Lincoln’s WellnessPATH Marketplace student loan support solutions allows employees to borrow on their own terms by browsing, comparing and applying for offers from lenders. Additionally, within WellnessPATH Marketplace, employees can create an emergency savings account – also powered by Candidly.

“The most impactful products are born from listening to our clients,” said Sharon Scanlon, senior vice president, Group Protection Product, Workplace Solutions Marketing and Customer Experience. “They depend on us to adapt to their employees’ evolving needs, and their input, coupled with our industry research, inspires us to provide solutions that address real-life challenges. Our new WellnessPATH Marketplace offerings were designed to promote financial resiliency and help them thrive.”

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Amanda Umpierrez
Managing Editor at  | Web |  + posts

Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.

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