Financial, Legal & Estate Support Solutions

Putting Benefits To Work For PeopleSM Solutions for all your 昀椀nancial and legal challenges. Financial, Legal & Estate Support. We know financial and legal challenges can be very stressful for you and your family. That’s why New York Life 1 Group Benefit Solutions provides our Financial, Legal & Estate Support program to help you navigate these issues, at no additional cost. Leaving you with fewer worries. Our suite of value-add resources includes: ® Sometimes you may not know where to start when facing a stressful financial challenge or when FinancialConnect ® you need financial planning expertise. With FinancialConnect you and your family members have unlimited access to a team of qualified experts including Certified Public Accountants (CPAs), ® CERTIFIED FINANCIAL PLANNERS™ (CFP ) and other financial professionals to help guide you. If additional help is needed, you can request referrals to financial professionals in your local community. In addition, on guidanceresources.com, you will have access to financial information on a wide range of topics including debt management, family budgeting, estate planning and tax planning as well as interactive tools and financial calculators. ® ® LegalConnect If you are facing a difficult legal challenge and don’t know where to start, LegalConnect can help. This program gives you access to unlimited phone consultations with a staff of attorneys who can provide guidance on issues such as divorce, adoption, estate planning, real estate, and identity theft. If needed, you can be referred to a local attorney for a free 30-minute consultation and a 25 percent reduction in fees thereafter. Lastly, information on low cost and no legal options are available along with referrals to consumer advocacy groups and governmental organizations if needed. See additional information on next page ›