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EAP Provider Center

Why Offer EAP?

Invest in your success. Employees' emotional health may have a significant impact on the success of your company.

Financial

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How do I access financial services?
What kind of financial services do you provide?
What types of financial issues can I discuss?
What if I need help beyond the initial consultation?
What are the qualifications for your financial service providers?
 
 
How do I access financial services?
If you have a financial question or would like to discuss an issue with a financial professional, just call the toll-free number on your EAP card. One of our intake representatives can connect you with a financial professional in your area to schedule a time to discuss your financial question.  
 
 
What kind of financial services do you provide?
As a member of UniCare EAP, you receive a free telephone consultation with one of our financial professionals participating in the EAPs. Our goal is to identify a financial professional who can:  
Help you understand your financial situations
Provide you with a new frame of mind for thinking about money
Work with you to develop ideas to help you get ahead
Motivate you to stay on track
 
 
What types of financial issues can I discuss?
Financial professionals available through the EAP plan can discuss almost any type of issue with you including, but not limited to:  
Budgeting techniques
College funding
Corporate bonds
Credit after bankruptcy
Credit cards with lower interest rates
Credit repair scams
Credit reports
Debt counseling
Divorce planning
Insurance buying strategies
IRA rollovers
Medicaid
Medicare
Money market accounts
Mortgages
Retirement planning
Reverse mortgages
Saving for financial emergencies
Small business financing
Social security benefits
Student loans
Tax issues
U.S. savings bonds
Utility bills - late
 
 
What if I need help beyond the initial consultation?
We can identify financial professionals who offer additional services for a discounted fee. Also, we can provide you with a list of community resources that may be available to you at a reduced cost or no cost.  
 
 
What are the qualifications for your financial service providers?
Financial professionals available through EAP have at least five years of professional experience, and hold various credentials and certifications including:  
Accredited tax preparer
Certified credit counselor
Certified divorce financial analyst
Certified financial planner
Certified public accountant
Certified senior advisor
Enrolled agent
Fair Credit Reporting Act (FCRA) certification
Personal financial specialist
 
 
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