The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year. The templates and recommendations in this toolkit will help you to educate your consumers so they can worry less and celebrate more this season.



Email Template

A customizable promotional email to encourage employees and/or consumers to take advantage of these timely educational topics.

Subject line options:
● Achieve your financial resolutions this year
● Resolve to start working toward your financial future

[First Name],

It’s a brand new year, which is a great time to think about your future goals and set resolutions to work towards them. Start fresh this year with a strong plan to help you reach your financial goals.

Visit the [INSTITUTION NAME] financial education center for insights including:
● Strategies to incorporate retirement savings into your plan
● How to build emergency savings gradually throughout the year
● Ways to improve and monitor your credit score
● Tips on how to get a head start filing taxes

We hope these ideas help you head into the new year prepared to achieve your financial resolutions!

Visit the [INSTITUTION NAME] financial education center to get started: [LINK]


Promotional Copy

Spark something new this year.
If you’re like many Americans, a financial resolution probably made your list of goals for the new year. [Institution Name] offers a variety of educational resources and tools to help you start the year strong and establish good habits. Check out our Financial Resolutions playlist to get started:

Get Started [DEEP LINK TO FINANCIAL RESOLUTIONS PLAYLIST OR BLOG]


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