Wellness Toolbox

WELLNESS TOOLBOX

BRING WELLNESS TO YOUR WORKPLACE Partnering with IMA gives your organization access to our in- house Wellness Team. Together we can design a customized and comprehensive wellness strategy that works for your employees and your budget.

WHOLE HEALTH TEAM VALERIA TIVNAN Vice President of Population Health Strategy & Well-being Val develops the program strategy and oversight and analyzes population health data if available

OUR VISION DATA IS PARAMOUNT! We know that your population health data fuels your annual renewal. Investing in a comprehensive wellness program for your employees can mitigate health insurance costs, attract and retain talent, and help combat absenteeism and presenteeism. We make wellness fun and engaging with a goal of creating a culture of health in your workplace where employees thrive. We support you to create a balance between workplace demands and workplace enablers.

FOUR KEY AREAS OF INFLUENCE Important first step of creating a successful program Organizational & Leadership Support For increased participation and engagement with program Incentives Programming that covers multiple wellness dimensions and aligns with population needs Comprehensive Programs Making wellness a seamless part of the employee experience and total rewards package Program Integration IN ORDER OF SIGNIFICANCE

WHAT WE RECOMMEND for a successful, well-rounded wellness program + Understand and document your goals + Analyze your population health data + Secure leadership support + Optimize communication + Develop and deploy a wellness interest survey + Create a wellness committee + Create a wellness calendar & project plan + Track participation and engagement + Schedule regular wellness meetings + Apply process and impact evaluations + Reassess strategy

2018 No budget, no wellness in place Utilized tools from health insurer Optimized communication of what they already had and utilized IMA’s no cost options 2019 2020 2021 2022 2023 Mental Health campaign Health care literacy/Newsletter Nutrition Program – One-on-one session with a RD Change of health insurance carrier Wellness Dollars Wellness Interest Survey Wellness Calendar Strategic Plan Financial Wellness Headspace/Ginger Virtual Meditation Incentive plan Participant/nonpartic ipant survey Wellness Committee was formed! Measured results Completed HERO scorecard FIRST WELLNESS AWARD – Wellness Workdays! Re-evaluated strategy SECOND WELLNESS AWARD – WWCMA! THIRD WELLNESS AWARD – Cigna! EVOLUTION OF A WELLNESS PROGRAM Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 25 6 EXAMPLE OF A CLIENT’S JOURNEY

THE IMA WELLNESS TOOLBOX Low Cost No Cost Mid-High Cost

NO COST Onsite Registered Dietitians (RD) Nutrition Counseling of NE Wellness Fair In-person or virtual; IMA Flu Shot & Vaccine Clinics local pharmacies Wellness Program Branding IMA Monthly Wellness Newsletters IMA Wellness Interest Surveys IMA Webinars / Lunch & Learns IMA Client Activity Challenge IMA Weekly Farmer's Market 9 Miles East Weekly Live Virtual Meditation IMA Company Cookbook IMA Communications & Education IMA

NO COST WEBINARS • Easy Steps to a Healthier, Happier YOU! • Mindfulness, Stress Management & Burnout Prevention • The Truth About Food – What foods enhance or hurt your health? • The Art & Science of Setting and Reaching Your Goals • The Art of Longevity – Living Longer and Healthier • The Truth About Weight Management • Financial Wellness with IMA Financial Wellness Expert • Foundations of Women’s Health

NO COST YEARLY CLIENT vs. CLIENT ACTIVITY CHALLENGE

LOW COST The Active Workplace Onsite chair massage - cost varies Yoga & Fitness Classes: Onsite: $275 Virtual: $250 Nutrition Counseling of NE Webinar or Cooking Class Onsite: cost varies Virtual: $350 Jay Thebado Foam Roller Session - $250 Personal Training - $125 - $250 Ergonomics & Back Care Webinar - $250

MODERATE & HIGH COST Health Enhancement Programs Wellness Concepts - $500+ Multi-Week Nutrition Programs Nutrition Counseling of NE $800 - $1,200 Onsite Massage Chairs Engage Wellness Solutions cost varies, approximately $650/day Smoothie Bikes Wheely Good Smoothies - $599/bike Wellness Boxes & Gifts Health Boxed – cost varies Activity Challenge Walkingspree – cost varies Wellable cost starts at $1000 Onsite Biometric Screenings Cost approx. $55/pp Inside Tracker Biometric Screenings Overview video linked here Cost varies Cooking Demonstration Chef Allen Campbell, Former Personal Chef to Tom Brady, cost $4,000 Optional $90/pp ingredients box ErgoFit Consulting Onsite and virtual – cost varies

HEALTH AND WELLNESS SPEAKERS Bring your programs to life with engaging and informative presentations from experts in mental health and lifestyle medicine. Click Here to View Details

Wheely Good Smoothies Massage Chairs MODERATE & HIGH COST Chair Massages

INNOVATIVE PROGRAMMING Paving the Path to Wellness Dr. Beth Frates’ multi-week health coaching program that builds community and promotes self-efficacy in making lasting healthy lifestyle changes. $400/per person for the 8-week program Custom Wellness Retreats and Events Work with the Release team to create an event that promotes self-care, relaxation, and rejuvenation for your team. Cost varies

PROPRIETARY PROGRAM Targeted holistic health improvement program based in the principles of lifestyle medicine for your at-risk population

PROPRIETARY PROGRAM

MODERATE & HIGH COST WELLCENTSTM WellCentsTM is a financial wellness solution that helps employees develop financial confidence and remove barriers that prohibit them from reaching their financial goals. The program provides: ▪ Personal financial assessments and planning guidance ▪ One-on-one consultations with an IMA Wealth advisor focused on establishing a personalized financial plan, including action items, based upon the employee’s unique financial priorities ▪ Coordinated advice that integrates an employer’s available benefits offerings ▪ Tailored group education meetings to address the workforce’s specific areas of interest ▪ Mobile app hub for employees to complete assessments, schedule one-on- one sessions, and follow action plans ▪ Employer reporting that provides insights into the workforce’s financial challenges and measures overall wellness

MODERATE & HIGH COST WELLCENTS CASE STUDY

Wellness Hub Gather all of your wellness education and content at one URL Newsletter Customize these monthly or quarterly Flyers On any topic related to your wellness program Mental Health Slide An easy-to-read visual piece that outlines your mental health resources COMMUNICATIONS BUILT IN-HOUSE AT NO ADDITIONAL COST

COMMUNICATIONS BUILT IN-HOUSE AT NO ADDITIONAL COST

COMMUNICATIONS MENTAL HEALTH RESOURCES – COMMUNICATION SOLUTIONS

STRATEGIC PLANNING YEARLY CALENDAR

COMMUNICATIONS WELLNESS INTEREST SURVEYS & REPORTS Click Here for Sample Wellness Survey

REACH OUT FOR SUPPORT [email protected] IMA wellness toolkit

More Than Just Insurance Based in North America, IMA Financial Group, Inc. is an integrated financial services company focused on protecting the assets of its widely varied client base through insurance, risk management and wealth management solutions. As an employee-owned company, IMA’s 2,400-plus associates are empowered to provide customized solutions for their clients’ unique needs. IMACORP.COM/BENEFITS