Active Health Summary Plan Description
As of September 1, 2017
En Español (PDF)

13.2 Financial Services

To help individuals address financial concerns, we offer access to a team of credentialed financial consultants, including licensed CPAs and Certified Financial Planners, who have at least five (5) years of financial services experience. Participants receive up to 60 minutes of telephonic consultation regarding each financial issue. Optum members may call for assistance on a wide range of topics, including the following: Bankruptcy, budget planning, credit and collections, financial planning, retirement planning, mounting debts, wage garnishments, investments, mutual funds, IRAs, stocks and bonds, annuities, taxes and home buying.