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OneAmerica 為財務知識承諾投資 100 萬美元
  • USA - español
  • USA - Chinese
  • USA - English


News provided by

OneAmerica

May 20, 2022, 16:32 ET

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啟動教育計劃,以財務知識為印第安納州中部 (Central Indiana) 的青年和成人賦能

印第安納波利斯2022年5月20日 /美通社/ -- OneAmerica® 今天宣佈一項 100 萬美元的承諾,以啟動在印第安納州中部的獨特財務教育計劃。這項計劃與美國金融服務學院 (The American College of Financial Services) 合作,將提供實用的財務知識,讓參加者建立個人財務關係並推動經濟賦能,重點是縮小種族財富差距。

這項創新計劃將獲得資助 5 年,是最先進的教育和賦能體驗,教授重要的個人財務概念。這項印第安納州計劃利用美國金融服務學院的網上學習設計和交付哲學,並根據學院最初為歷史黑人學院和大學 (Historically Black Colleges and Universities, HBCU) 而建立的財務健康課程發展,成為更專為區域而設的模式。OneAmerica 的投資現在將幫助向印第安納州中部的教育機構和非營利組織提供該計劃。 

OneAmerica、美國金融服務學院、Martin University、Ivy Tech 社區學院和其他非牟利組織(包括 Indianapolis Urban League)將從 2022 年 8 月開始合作為印第安納州中部社區提供教育機會。

OneAmerica 主席、總裁兼行政總裁 Scott Davison 表示:「根據我們看到 OneAmerica Pathways 學生 對於更深入了解個人財務反應熱切,我們視這個計劃為提供重要財務教育資源的機會,協助建立經濟賦能和財富的基礎。OneAmerica 對影響和成果有絕對的承諾,我們渴望與當地的非牟利組織合作,在印第安納州中部創造現即可用的財務教育途徑。」

這個由美國金融服務學院開發基於研究的計劃旨在讓人們在其所在地參加,透過學習單元自我設定進程節奏和進展,並提供工具和信心,以發展堅定的財務習慣。這項計劃已經與 Martin University 和 Ivy Tech 合作度身訂造內容,並將繼續發展以滿足印第安納州中部居民的特定需求和利益。

「財務健康是個人旅程。學院承諾,在 HBCU 計劃成功的基礎上與致力影響和達到成果的合適合作夥伴一起繼續前進。」

美國金融服務學院院長兼行政總裁 George Nichols III 說。「OneAmerica 不僅表明推廣批判性思維,更重要的是啟動重要機會,以現實世界的應用方式開拓路徑。其他合作夥伴透過財務健康教育和賦能以深化影響,並縮小種族財富差距。這是非常可觀的下一步。」

該計劃將免費提供給參與者。   

Dr. Martin University 校長 Sean L. Huddleston 博士,以及 Marian University Saint Joseph's College 校長 Leon Jackson 博士,以及其他多個社區組織與 Davison 和 Nichols 一起出席發佈會。

Huddleston 說:「這是令人驚歎的一步,能夠與最值得擁有世代財富的社區一起創造世代財富。」 「我們核心課程的一部分有一個課程稱為學生成功 (Student Success)。我們還希望確保我們的校友有機會利用這項合作夥伴關係和資訊。」

「St. Joseph's College 採用『賺取和學習』,每位學生都同時工作和攻讀副學位。本計劃將補充我們的個人財務課程,而這在 St. Joseph's 是必修課程,就如在所有的 Marian 校園一樣。」 「這個『賺取和學習』模型由 St. Joseph's College 允許學生賺取工資,以消除學生貸款的必要性,以便他們可以實現不受學生債務影響的未來。這項合作夥伴關係為我們的工作提供漫長的支援。」

Davison 一直走在當地和全國工作的最前線,以改善服務不足的社區獲得的機會。今天的發佈緊隨 American Council for Life Insurers (ACLI) 最近承諾利用大量的資本資產作長期債券和投資,以作出影響投資,擴展經濟房屋。  OneAmerica 還即將為其屢獲殊榮的 Pathways 計劃開始第四年的工作,將來自特選印第安納波利斯郵政編碼的高中學生納入提供財務服務和職業機會的工作中。  Davison 作為印第安納中部企業合作夥伴 (Central Indiana Corporate Partnership) 的董事會成員,還擔任印第安納波利斯商業實體 (BEI) 的委員會主席,與當地非洲裔美國企業和社區組織會面,以推動更好的業務成果。

Nichols 和 Davison 合作為黑人和棕色人種社區啟動額外的機會。Davison 除了擔任學院董事會主席,亦協助支援美國金融服務學院的幾項新計劃,包括成立經濟賦能中心,並推廣為非裔美國財務專業人士舉行的會議。 

Nichols 作為 30 年的行業資深人士,仍然是財務服務社群中備受尊重和推崇的聲音,同時也在整個職業生涯對推動經濟平等直言不諱,最近透過美國金融服務學院的計劃和創新繼續在這方面作出貢獻。

聯絡人: 

OneAmerica
媒體及公共關係總監 Lou Ann Baker
電話:317.513.1284
電郵:[email protected]

OneAmerica 是 OneAmerica 公司的營銷名稱。

關於 OneAmerica

OneAmerica 的公司作為全國保險和財務服務供應商,已有 140 多年歷史,協助客戶建立和保護其財務未來。OneAmerica 提供各種產品和服務,以滿足其保單持有人和客戶的財務需求。這些產品包括退休計劃產品和記錄保存服務、個人人壽保險、年金、基於資產的長期護理解決方案和員工福利計劃產品。產品由 OneAmerica 的公司發出和承銷,並透過全國員工、代理、經紀和其他資源網絡分銷,致力為我們的客戶提供價值。如欲了解更多關於我們產品、服務和 OneAmerica 的公司資訊,請瀏覽 nexa.com/about-us/companies-of-OneAmerica。

關於美國金融服務學院

美國金融服務學院 (The American College of Financial Services) 成立於 1927 年,是全美最大致力於財務服務的非牟利教育機構。該學院擁有最高水平的學術認證,在美國教育了五分之一的財務顧問,並提供兩個研究生學位課程,以及著名的財務規劃課程,例如Retirement Income Certified Professional® (RICP®)(退休收入認證專業人士)、Chartered Life Underwriter® (CLU®)(特許人壽承保者)、Wealth Management Certified Professional® (WMCP®)(財富管理認證專業人士)、Chartered Advisor in Philanthropy® (CAP®)(慈善事業特許顧問)、Chartered Special Needs Consultant® (ChSNC®)(特許特別需要顧問)、Chartered Financial Consultant® (ChFC®)(特許財務顧問),以及提供獲得Certified Financial Planner™ (CFP®)(認證財務規劃師)的教育課程。學院的教職員為財務服務專業中一些最重要的思想領袖。 如欲了解更多資訊,請瀏覽 TheAmericanCollege.edu 以及在 LinkedIn、Facebook、Twitter、Instagram 及 YouTube 與我們聯絡。 

OneAmerica

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