WBIA
The Workplace Benefits Institute of America (WBIA) is a turnkey education framework used by OneLife advisors to engage school districts, employers, and organizations through structured workplace education.
WBIA is designed to improve benefit literacy and financial awareness while supporting professional, institution-aligned engagement models.
What WBIA covers
WBIA supports education around workplace benefits, retirement pathways, and financial wellness in employer and institutional settings.
• Benefit literacy (403(b), 457, and 401(k))
• Rollover pathways and transition considerations
• HSA and HDHP fundamentals
• Income protection education (DI and LWOP concepts)
• Financial wellness education for employees
• Key person and buy-sell fundamentals for small businesses
How advisors use WBIA
WBIA operates as a turnkey workplace education system. Advisors are supported with clear guidance on engaging employers, coordinating with HR teams, delivering on-site or virtual sessions, and managing follow-up conversations.
Education may be delivered through professional development days, employer-hosted sessions, or scheduled education series aligned with organizational calendars. This approach allows advisors to build both B2B and B2C relationships while maintaining a professional, education-first posture.
Who WBIA is for
• Advisors working with school districts and education professionals
• Advisors serving small businesses and employer groups
• Professionals seeking structured workplace engagement models
• Organizations looking for credible benefits and financial education
Learn more
If WBIA aligns with how you build relationships in workplace and institutional environments, let’s have a conversation.