Life Planning
Financial and Legal Resources

When a loved one is terminally ill, or passes away, you may need help with the personal, financial and legal decisions that need to be made. Support is always available when you are protected by Unum Group Life Insurance.

Caring consultants can provide assistance you need

When a life claim is submitted and approved, a specially trained consultant will reach out to you or your beneficiary to provide support. Each consultant holds a Master’s degree in the mental health field, and is highly skilled at assisting those who need help dealing with the emotional challenges of a terminal illness or the loss of a loved one.

Life planning consultants are also able to provide financial and legal support regarding estate settlement, Social Security, cash flow, taxes and investment planning. They can help you develop a customized financial plan to preserve your quality of life, protect resources and build future security.

These consultants are available to assist you in your time of need, and their services are designed to coordinate with the efforts of a family attorney, accountant, or broker. Their services are strictly confidential, and they do not work on commission and will not try to sell any product or service.

Contact Unum

Assistance is only a call or click away. To speak to a Life Planning consultant, you can contact Unum using one of the methods below.

800-422-5142
members.healthadvocate.com
(enter Unum – Life Planning)