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 ›

® This user-friendly online tool allows you and your family members to write a last will and testament, EstateGuidance a living will and documents outlining your wishes for final arrangements quickly, easily and cost ® effectively. EstateGuidance walks you through the entire process, guiding your choices with a series of questions and breaking down each step into easy-to-understand terms. Access is available anytime, anywhere via tablet, desktop, or mobile app. Contact Info: Financial, Legal & Estate Phone: (800) 344-9752 Website: guidanceresources.com Support 24/7 Web ID: NYLGBS 1. These programs are NOT insurance and do not provide reimbursement for 昀椀nancial losses. Some restrictions may apply. These services are provided exclusively by ® ComPsych Corporation. Customers are required to pay the entire discounted charge for any discounted products or services available through these programs. Some services are available at the option of the employer for an additional cost. Programs are provided through third party vendors who are solely responsible for their products and services. Full terms, conditions and exclusions are contained in the applicable client program description and are subject to change. Program availability may vary by plan type and location and are not available where prohibited by law. These programs are not available under policies issued by New York Life Group Insurance Company of NY. Financial Connect, Legal Connect, and Estate Guidance and Guidance Resources are registered trademarks of ComPsych Corporation. All programs are e昀昀ective for the member/participant on the 昀椀rst day of coverage. New York Life Group Bene昀椀t Solutions products and services are provided by Life Insurance Company of North America or New York Life Group Insurance Company of NY, subsidiaries of New York Life Insurance Company. Life Insurance Company of North America is not authorized in NY and does not conduct business in NY. New York Life Insurance Company 51 Madison Avenue New York, NY 10010 © 2022, New York Life Insurance Company. All rights reserved. NEW YORK LIFE,and the NEW YORK LIFE Box Logo are trademarks of New York Life Insurance Company. 123745 0822 SMRU 1951111 Exp. Date 09.08.2024