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Nobody knows what a community needs to thrive better than the residents themselves.

Leveraging communities’ expertise, we work hand-in-hand to improve financial health

We know it takes more than financial resources to help individuals and families improve their economic status. It also takes relationships, trust and understanding among community members. Through the Live Mutual Project, we identify, optimize and expand existing community assets to create long-term sustainable solutions for communities.

How We Create Financial Health

Establishing easier paths to community resources

Many communities have resources to build financial security, but residents may not know about them, have access to them or trust them... Read more
Many communities have resources to build financial security, but residents may not know about them, have access to them or trust them. We find and bring together existing community resources and make them easier for residents to find and use.... Read less

Improving access to essential financial services

We leverage partnerships to provide effective financial programs, products and services such as budgeting, low balance checking and... Read more
We leverage partnerships to provide effective financial programs, products and services where people need it, when they need it. We also help them amplify their impact through leadership training and resources.... Read less

Connecting families with holistic resources to support financial health

The struggle to meet financial obligations is inevitably linked to life challenges: housing, childcare, physical health... Read more
The struggle to meet financial obligations is inevitably linked to life challenges: housing, childcare, physical health, food and employment, to name a few. Working with local partners, we help individuals and families navigate services to address their needs. Our multigenerational approach gives all family members greater chances of success, today and in the future.... Read less

Building vibrant and inclusive community spaces

Nobody knows what a community needs to thrive better than the residents themselves. We partner with communities to create public ... Read more
Nobody knows what a community needs to thrive better than the residents themselves. We partner with communities to create public spaces where neighbors can form positive relationships and gain trust in private and public institutions, especially financial services. Coming together to achieve financial goals and a prosperous future builds vibrant and inclusive communities.... Read less

Live Mutual Project Communities

Beginning in 2018, we are piloting the Live Mutual Project in the Frayser neighborhood of Memphis, Tennessee and the North End neighborhood of Springfield, Massachusetts.

How We Began

As a financial services company, we have a legacy in supporting financial education and economic development. However, all too often we see well-intended efforts that are disconnected – including our own. We believe we can be more powerful when we engage more fully with others to address economic challenges facing Americans today.

The Live Mutual Project helps community partners convene, collaborate, coordinate and allocate resources toward a shared vision of prosperity. We help them build capacity, develop leadership and create connections to strengthen financial well-being, now and for generations to come.

Resources

We run two national programs to help people reach their full potential.

FutureSmart

Middle and high school students receive financial education to build strong financial futures for themselves, their families and their communities. Through our digital classroom-based financial education platform as well as through interactive events at National Basketball Association (NBA) affiliate arenas around the country, we have reached over one million students and are halfway to our goal of delivering FutureSmart to two million students by 2020.

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LifeBridge

We help eligible working parents fund their children's education by issuing $50,000 term life insurance policies at no cost to them. As of 2018, we had issued more than 14,000 policies for more than $700 million in coverage.

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