WoodmenLife is proud to introduce our newest extra1: WoodmenLife Financial Education2. This mobile-friendly, interactive platform offers members customized financial education on a wide array of topics.
Its key features include:
- A robust library of short content modules
- Information for all ages, demographics, and financial circumstances — from budgeting and investing to homeownership and retirement planning
- Customizable playlists — survey questions will help the platform tailor topics to those most meaningful to the user
- Easy-to-access tools, calculators, and articles
WoodmenLife Financial Education will help members take charge of their financial journey. The knowledge they’ll gain will help them feel confident in their everyday financial decisions.
Customizable Information
Everyone’s financial goals are unique, so WoodmenLife Financial Education gives members the flexibility to create a personalized experience. Users can build custom playlists focused on the specific information they’re looking for.
Getting a personalized playlist is easy and fast:
- Visit WoodmenLife.org/Financial-Education (WoodmenLife members can get the access code from their Representative or Community Outreach Advisor.)
- Create an account.
- Take a short survey.
- View the personalized playlist.
- Retake the survey any time to adjust the topics.

Key Financial Education Topics
In addition to personalized playlists, WoodmenLife Financial Education offers general content lists filled with learning segments designed to build financial IQ. They will guide users through important financial topics at their own pace — whenever and wherever works best for them.
Here are the six most popular topics on the platform:
- Financial Foundations — Learn essential money management skills, from managing checking accounts and credit cards, to building better credit and teaching children about budgeting.
- Building Financial Capability — Develop important skills, like creating budgets, understanding credit scores, managing debt, protecting your identity, and navigating tax basics for better financial health.
- Healthcare Finances — Get help managing medical bills, unexpected health costs, and out-of-pocket expenses, as well as making the most of Health Savings Accounts.
- Investing in Your Future — Learn how to save for emergencies, pick the right insurance, use savings options like 529 plans and CDs, and get ready for job opportunities.
- Preparing for Retirement — Learn about retirement accounts, Social Security timing, and new rules that affect how you can save and use retirement money.
- Owning a Home — Learn about buying a home, types of mortgages, investment properties, and options to use your home’s value through refinancing or reverse mortgages.
Become More Financially Confident
We want WoodmenLife members to take control of their financial journey. Through WoodmenLife Financial Education’s customized learning experience and dynamic online training tools, users can grow their financial knowledge. It’s a great way to help boost confidence, make informed decisions, and plan for the future.
Visit WoodmenLife.org/Financial-Education to learn more about this exciting new extra.
Written by: Gary Peterson, Senior Copywriter
1. WoodmenLife Extras are available to members. An individual becomes a member by joining our shared commitment to family, community and country, and by purchasing a WoodmenLife product. These extras are not contractual, are subject to change and have specific eligibility requirements, such as length of membership, number of qualifying members in the household and/or qualifying event.
2. WoodmenLife has entered into a sponsored marketing relationship with EVERFI to offer educational content to WoodmenLife members. EVERFI is an independent service provider. The content provided by EVERFI is for educational purposes only and should not be considered professional or investment advice or recommendations. WoodmenLife does not provide, is not responsible for and does not guarantee the accuracy or adequacy of any opinions, advice, or information provided by EVERFI including content on products and services. For a comprehensive review of your personal finances, always consult a legal or tax advisor. Neither WoodmenLife, nor any of its representatives, may give legal or tax advice.
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