TRI-AD and Questis Join Forces for Digital Financial Wellness

Escondido, CA (PRWEB) July 23, 2017

TRI-AD is pleased to announce a joint business relationship with Questis, a digital financial wellness platform. TRI-AD will offer the Questis platform as its digital financial wellness backbone. TRI-AD believes strongly in the value a digital financial wellness solution has to immediately impact the financial well-being of their clients and their clients’ employees.

"TRI-AD's purpose is to enrich the health and financial well-being of people just like you. We accomplish that purpose by making it easy and convenient for our clients' employees to manage their health and retirement benefits. They use our one website, one mobile app, and one call center for all of their benefits needs — everything in one spot,” said Thad Hamilton, President and CEO. “It was an easy decision for us to partner with Questis to supplement the core services we already provide. Their service is easy to use and provides the additional financial planning tools our valuable customers need to secure their financial futures."

Questis’ digital financial wellness solution is designed to enhance existing financial wellness offerings or power entirely new ones. Complete with configurable features including advisor scheduling, automated action items and reminders, account integration, messaging, custom content, branding, and more. Questis gives employers and their employees a simple, guided path to reach and surpass their financial goals.

“We’re turning the lights on in a room that has only seen darkness,” said Steve Wilbourne, CEO, Questis. “Personal financial habits are something of a mystery in our modern world. We get snippets of data here and there, but never a holistic view of the whole thing. Now, with TRI-AD’s hands-on approach, coupled with the transparency made possible by our technology and user experience, we can see what’s going on and make data-driven decisions to improve people’s financial health. We are committed to making real, actionable change in people's financial lives and TRI-AD is the perfect company to do that with.”

About Questis: Questis is the only comprehensive financial wellness platform built for the enterprise. With configurable features, scalable architecture, and secure software, fueled by advisors’ personalized coaching and guidance, Questis gives financial planners and consumers alike a clear digital roadmap to reach and surpass their financial goals. Founded by experienced financial advisory professionals, the Questis Platform harnesses the power of software to offer the configurability necessary to work within any business model. Now, anyone looking to offer financial wellness as a service to their customers can do so simply, and to their requirements, to inspire real, quantifiable change in financial health. Learn more at

About TRI-AD: TRI-AD’s mission is to enrich the health and financial well-being of people just like you. We accomplish that goal by making it easier for employees and employers to manage all of their benefit plans (Health & Welfare and Retirement) with one company that is focused on providing exceptional service. This enables employees to have a single point of contact for managing all of their benefit needs, with state-of-the-art tools and technology available for support. Headquartered in Southern California, TRI-AD brings 40 years of success and understanding in all areas of Employee Benefits including Defined Contribution, Defined Benefit and Deferred Compensation retirement plans, plus Health & Welfare Eligibility & Online Enrollment, Consolidated Premium Billing, FSA/HRA/HSA/Commuter Plan Administration, COBRA, and Direct Billing administration. Please contact sales(at)tri-ad(dot)com.

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AAFMAA Mortgage Services (AMS) Posts Comparative Mortgage Rates for Military Families, According to Andy May, COO, AMS

Fayetteville, North Carolina (PRWEB) July 23, 2017

AAFMAA Mortgage Services posts comparative mortgage rates for military families, according to Andy May, COO. Many military families struggle with understanding mortgage rates. Many lenders post rates that are unrealistic. For a complete listing of various mortgage rates (and the scenario) AAFMAA Mortgage Services provides daily rates (between times listed). These rates are honest, trustworthy, accurate and include Annual Percentage Rate (APR). VA, VA IRRRL, FHA, Fannie, Freddie and other products are provided by AAFMAA Mortgage Services. Check for a complete list and disclosures.

Competitive, accurate, honest, transparent, and member-owned. Experience the difference at AAFMAA Mortgage Services. AAFMAA Mortgage Services LLC is licensed in the States of Alabama, Delaware, North Carolina, Florida, Virginia, Maryland, Connecticut, Tennessee, Kansas, Rhode Island, Oklahoma, and Pennsylvania (NMLS: 1423968). The team operates from 639 Executive Place, Suite 203, Fayetteville, North Carolina 28305. Call 844-422-3622 (844-4-AAFMAA), email mortgage(at) or visit the website at to reach AAFMAA Mortgage Services. Equal Housing Opportunity. NMLS: 1423968. 103418 Loan Officer number for Andy May.

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Ministers tour affected areas with BC counterparts, announce Red Cross donation and tax relief measures for wildfire evacuees

Ministers tour affected areas with BC counterparts, announce Red Cross donation and tax relief measures for wildfire evacuees

Canada NewsWire

VANCOUVER, July 22, 2017 /CNW/ – Today, federal ministers Ralph Goodale, Harjit S. Sajjan, and Carla Qualtrough met with British Columbia Minister of Public Safety and Solicitor General Mike Farnworth and Minister of Forests, Lands, Natural Resource Operations, and Rural Development Doug Donaldson to discuss joint efforts to respond to and recover from the ongoing wildfires in the province.

The Government of Canada commends the Government of British Columbia for funding direct financial support to wildfire evacuees through the Canadian Red Cross. The Government of Canada today committed to match this support, through a donation to the Canadian Red Cross, in an amount equivalent to the total dollar amount being paid to every registered wildfire evacuee households throughout the evacuation period.

Ministers also announced that the Canada Revenue Agency (CRA) has implemented emergency tax relief measures to support Canadians whose primary concerns during this time are their families, homes, and communities.

Ministers visited the Provincial Emergency Operations Centre, a hub of the province’s wildfire response, and toured evacuation centres in Prince George and Kamloops. After flying over affected areas, ministers observed the on-the-ground response, and expressed thanks to the many first responders, military personnel, volunteers and charitable organizations contributing to the operation. They were also briefed by municipal officials and Canadian Red Cross personnel at the Prince George and Kamloops evacuation centres.


“I want to thank Ministers Farnworth and Donaldson for facilitating today’s tour so that my colleagues and I could assess the response first hand from the perspective of those on the front lines. Today’s commitment of funding for the Red Cross demonstrates that the Government of Canada is committed to provide all possible assistance to fight the inferno, keep people safe, make the evacuations as tolerable as possible, and support recovery moving forward. Together we will work towards resolution, building back better, and addressing the challenges of long-term mitigation of potentially devastating events like this one in the future.”

– The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness

“The Canadian Armed Forces is always ready to support Canadians in times of crisis. They responded swiftly to the Government of British Columbia’s call for assistance, providing professional and capable support. Throughout today’s activities, I was extremely proud to see firsthand how well our military members have been working with first responders in the service of citizens in need.”

– The Honourable Harjit S. Sajjan, Minister of National Defence

“As Chair of the Ad Hoc Cabinet Committee on Federal Recovery Efforts for 2017 BC Wildfires, I will continue to work with my colleagues towards addressing both the short and long-term needs of those affected. It was important for us to see first-hand the impact these wildfires are having on families and I would like to thank all the first responders and volunteers on the ground for helping to keep British Columbians safe.”

– The Honourable Carla Qualtrough, Minister of Sport and Persons with Disabilities and Chair of Ad Hoc Cabinet Committee on Federal Recovery Efforts for 2017 BC Wildfires

“The Canada Revenue Agency will continue making every effort to support Canadians who are dealing with the devastating effects of these wildfires. Taxpayer relief provisions are available, and the Canada Revenue Agency will continue working closely with its federal partners as part of a united Government of Canada response.”

The Honourable Diane Lebouthillier, Minister of National Revenue

Quick Facts

  • On July 14, 2017, Prime Minister Justin Trudeau announced the creation of the Ad Hoc Cabinet Committee on Federal Recovery Efforts for 2017 BC Wildfires, to coordinate federal efforts to help the many communities affected by the wildfires raging through British Columbia.
  • CRA’s emergency tax measures are effective immediately and include:
    • Ceasing all collections, audit-related activities and administrative correspondence for those impacted, until further notice.
    • Cancelling penalties/ interest for those impacted and who are delayed in filing their tax return or in paying amounts owing because of these events.
    • Assigning designated telephone agents to provide assistance to callers affected by the wildfires. Agents can request taxpayer relief on their behalf, and can provide advice relating to lost, destroyed, or damaged records. Individuals can contact the CRA at 1-800-959-8281 and business callers can call 1-800-959-5525.
    • Working with Canada Post to ensure that taxpayers expecting a tax refund or benefit payment have secure access to their mail following the suspension of delivery to impacted areas in British Columbia. Taxpayers can visit Canada Post service alert webpage for more information.
  • The Government of Canada will also support the Government of British Columbia through the Disaster Financial Assistance Agreements (DFAA) to cover the costs associated with long term recovery and rebuilding in the affected communities.
  • The Government of Canada is also providing the following support:
    • The Canadian Armed Forces have deployed aircraft and vehicles and approximately 380 troops altogether. 
    • Health Canada and the Public Health Agency of Canada has provided beds and blankets from the National Emergency Strategic Stockpile.
    • Environment and Climate Change Canada is providing forecasting and analysis of weather patterns.
    • Natural Resources Canada is providing modelling for fire activity and growth, and smoke and emissions.
    • The Canadian Interagency Forest Fire Centre is coordinating firefighting resources, including those recently arrived from Australia.
    • Global Affairs Canada, the Canada Border Services Agency and Immigration, Refugees and Citizenship Canada are helping out on this front with respect to international offers of assistance.
    • Transport Canada is dealing with rail and air traffic issues to make sure Canadians are clear of danger zones.
    • Indigenous and Northern Affairs Canada is working with Emergency Management BC and the BC Ministry of Forest’s Wildfire Management Branch to ensure First Nations communities receive the necessary response and recovery services.
    • The RCMP has been on the ground assisting citizens as the police force of jurisdiction in many of the affected areas.

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SOURCE Public Safety and Emergency Preparedness Canada

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