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Welcome to the Financial Literacy Resource Center.

April is Financial Literacy Month and AALU, MDRT, NAIFA, and the LIFE Foundation have partnered to give life insurance producers the chance to be leaders in the financial services community in promoting and spreading financial literacy across communities.

You already play the role of trusted professional to your clients. Financial Literacy Month provides you with an opportunity to educate your community about these and other services and products to help achieve a firm financial foundation.

The FDIC offers a course for adults and teens called "FDIC Money Smart Curriculum," which covers the basics of checking, saving, budgeting and credit. The course is divided into modules and can be taught in eight languages. Use the toolkit below to find out how to start a class in your area.

The LIFE Foundation’s NextGen3 Course can also be found on the website and is immediately downloadable to supplement the Money Smart Curriculum with insurance literacy.

 

GET INVOLVED TODAY and BE A LEADER IN YOUR COMMUNITY 

  • Teaching a course increases your notoriety and influence amongst clients, community and business organizations, and public officials;

  • Life insurance professionals are uniquely positioned to be on the front lines of financial literacy because it is a natural extension of what you do – help individuals effectively manage risk

  • Professionals find that integrating Financial Literacy into their marketing platforms increases their value at any meeting and leads to referrals;

  • This program allows you to provide a valuable community service in a socially responsible way.

  • Click Here to Download the Toolkit and get started today!

  • By providing this critical public service, you are directly benefiting the constituents of Members of Congress who have a say over the life insurance industry. As ombudsmen for the industry, building relationships with important lawmakers is a logical next step to positively impacting your community as a representative of the industry through this financial literacy platform.