Broker Check
Jeffrey Merwin
Jeffrey Merwin
Financial Management Network Registered Representative
https://www.fmncc.com/ (949) 455-0300

Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law.


Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that help meet his client’s unique needs in order to maximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planner(tm) practitioners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service.

Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family.

Good Health is Good Business

Lifestyle Read Time: 3 min

According to the Centers for Disease Control and Prevention, productivity losses linked to employees not showing up to work due to five risk factors— diabetes, smoking, high blood pressure, physical inactivity, and obesity— cost US employers $36.4 billion a year.1

Business owners and managers understand very well the rising cost of health care and the loss of productivity associated with absenteeism and employee disengagement, which is why 81% of large companies offered a wellness program in 2020.2

Employer efforts are bearing fruit. According to one study, for every $1 spent on employee wellness programs, businesses can save $2.73 through the benefits of reduced absenteeism.3

The Profile of a Successful Wellness Program

Tailored: An effective employee wellness program is multifaceted and must reflect the personal needs and interests of a diverse workforce.

Incentives: Incentives, such as rewards and recognition, communicate the employer’s care and support for the program and help drive employee participation.

Measurable: To maintain ongoing support, there should be tracking of the program’s impact.

Common Wellness Program Offerings

Some of the most common employer wellness offerings include smoking cessation, physical activity, mental health, health club membership, and nutrition.2

Employers are also starting to focus more on overall wellbeing, as opposed to just physical wellbeing. As a result, some employers are adding other features to their wellness programs, such as programs that address stress management.

A Bonus

Good health is as much a social endeavor as it is a personal journey. These programs can often create employee interactions unlikely to occur during the workday, prompting conversations and relations that catalyze new ideas and improve your work culture.

1. CDC.gov, March 10, 2020
2. WellSteps.com, April 15, 2021
3. SHRM.org, March 4, 2021

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

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