Wellness Guide
HelloWallet
Playbook
Just for Fun
Overall Financial Wellness
100
The first question you ask a client when filling out a Wellness Guide
What is on a scale of 1-10, how would you rate your financial situation?
100
A KeyBank client can enroll in HelloWallet through this channel
What is key.com?
100
This is play one of the Branch Playbook
What is Lights, Camera, Action?
100
This team secured the Super Bowl title in 2014
What is the Seattle Seahawks?
100
This tool helps individuals take control of their financial future
What is HelloWallet?
200
Information about insurance coverage falls into this category
What is the Health Coverage box/category?
200
This is the URL to login to HelloWallet after enrolled
200
This is the first question you ask in the preview discussion of play two
What is Who will you see?
200
This is the only American state to begin with the letter 'P'
What is Pennsylvania?
200
This % of employees feel confident in their long-term financial plan and investment decisions
What is 20%?
300
The number of months a person should save for emergencies
What is 6 months?
300
To start the Financial Wellness score process, you must answer these first 3 questions
What is birthday, filing status and zip code?
300
Information on the Branch Playbook can be found here
What is the Branch Playbook Toolkit?
300
The average person does this thirteen times a day
What is Laughs?
300
This % of Americans tap their retirement savings before they reach retirement age
What is 25%
400
In what box on the Wellness Guide do you find the question, “Describe your current housing situation”
What is the Home Equity box?
400
This is the number of categories HelloWallet uses to calculate a financial wellness score
What is 7?
400
This is a reflection of KeyBank and what we stand for as a company
What is The appearance of your branch, the surroundings, and our employees?
400
Actor Will Smith was nominated for a number of acting awards for his portrayal of what superb athlete in a 2001 film?
What is Muhammad Ali?
400
Individuals who do not budget are twice as likely to do this as compared to those who keep a budget
What is pay bills late?
500
The last page of the Wellness Guide says these 2 words at the top of the page
What is Preview/Review?
500
These four categories are listed under the guidance tab
What is score, savings & debt, retirement, spending?
500
Review of client’s Wellness Guide to uncover opportunities and solutions is part of this play
What is play two?
500
This is Google's Birthday
What is September 27th?
500
44% of Americans have less than this amount in emergency savings
What is $2,000?