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Financial Wellness Assessment

This assessment addresses a user's individual financial decisions and goals before presenting them with recommendations on how to improve and where to get started with a slew of online resources.

Promote this Coach in your wellness center! Download ready-to-use social media files, web banners, and trifold brochures below.

Social Media Posts​

Use these social media posts for promoting the Banzai Coach in your organic (non-paid) posts. It's important to remember to keep Facebook/Twitter posts at about 80 characters in length before using hashtags, and Instagram captions to about 140 characters. Feel free to use the suggested hashtags to supplement and remember to insert a link to your co-branded version of the Financial Wellness Assessment on Facebook and Twitter.

Note: Instagram captions do not support hyperlinks.

  • Facebook/Twitter Post 1: Learn about your financial habits with the Banzai Financial Wellness Assessment.

  • Instagram Post 1: Curious about your financial health? Trying to make improvements? Get an in depth look with the Banzai Financial Wellness Assessment.

  • Facebook/Twitter Post 2: Understand your financial health with the Banzai Financial Wellness Assessment.

  • Instagram Post 2: Do you budget, save, and track your spending? See how these habits influence your finances with the Banzai Financial Wellness Assessment.

  • Facebook/Twitter Post 3: Jump-start your financial health with Banzai’s Financial Wellness Assessment.

  • Instagram Post 3: Wondering where all your money is going? Take a closer look at the nature of your finances with the Banzai Financial Wellness Assessment.

Recommended Hashtags: #teachbanzai #budgeting #financialhealth #finances #success #financialfreedom

Social media image dimensions:

  • Instagram & Facebook Images: 1080x1080px (i.e., a square)

  • Twitter Images: 1024x512px (i.e., a rectangle)

The corresponding images are in folders based on their size for each platform. Get access to them below:

Download Files

Web Banners​

We included banners at twice the resolution for added clarity. Make sure to include a hyperlink to the Financial Wellness Assessment in your Wellness Center when using this feature.

Web Banner Dimensions:

  • 1x: 300px x 250px, 300px by 100px, and 160px by 600px

  • 2x: 600px x 500px, 600px by 200px, and 320px by 1200px

Web Banner Design Suggestions:​

  1. Avoid resizing to a larger image.
Download Web Banner Files

Trifold​

This trifold is a great accessory for your branch's lobbies or desks. Hand it out at conferences or share it with new account holders, employees, etc. We recommend that you personalize this trifold with your logo, number, etc., using the font provided in the download folder.

For best results: Download the Banzai font located in the marketing folder and use that while customizing each resource.

Trifold Dimensions:

  • 11" by 8.5" unfolded, 3.6875" by 8.5" folded

  • 0.125" bleed

Trifold Design and Print Suggestions:​

  1. Install all fonts in the [Document fonts] folder.
  2. Replace [Your Logo Here] on the front cover.
  3. Replace [YOURSUBDOMAIN] and [YOURNUMBER] on the back cover.
  4. Replace [YOURSUBDOMAIN] on the inner right panel.
  5. Replace [YOURSUBDOMAIN] and [YOURNUMBER] on the inside footer.
  6. Consider printing on 70-80# gloss or matte, full-bleed.
Download Trifold Files

File Contents​

The download at the top of this page includes a variety of files. Let's break them down:

  1. Document Fonts: As a customizable brochure, this asset comes with the option to install the Banzai font for a more cohesive editing process.

  2. InDesign File (.indd): Use this file to customize the brochure with your logo.

  3. Print Pdf (.pdf): A file type best used for printing and handing out.

  4. Standard Pdf (.pdf): A file type that's best used to share digitally—send it out in an email or social media campaign.

  5. Social Media Images (.jpg): Digital images that can be used throughout social media or other marketing campaigns.