Find clarity and comfort during trying times 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 available when you are protected by Group Life Insurance from Unum.
Life planning, financial & legal resources will be there With Unum group life coverage, you have automatic access to life planning financial and legal resources. This service is included in the cost of your insurance plan for employees, spouses and beneficiaries who need help during a terminal illness or after the loss of a covered employee. Caring consultants can provide the assistance you need When a life claim is submitted and approved, a trained consultant will reach out to the employee or beneficiary to provide support. 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 confidential, and they do not work on commission and will not try to sell any product or service.
You may have questions like these: • There’s so much paperwork. Where do I begin? • Do I need to pay outstanding bills? • How should I manage retirement accounts? • How should I invest the insurance money?
• What do I do with the will? • Do I need to file probate?
Answers to these questions and more are available at no additional charge as part of your Unum Life Insurance coverage.
Assistance is only a call or click away To speak with a Life Planning Consultant, you can contact: • Call 1-800-422-5142 (multilingual) • Visit healthadvocate.com/unumlifeplanning
State-mandated limitations for legal services in WA apply. Life Planning Financial & Legal Resources services, provided by HealthAdvocate, are available with select Unum insurance offerings. Terms and availability of service are subject to change. Service provider does not provide legal advice; please consult your attorney for guidance. Services are not valid after coverage terminates. Please contact your Unum representative for details. Insurance products are underwritten by the subsidiaries of Unum Group. © 2025 Unum Group. All rights reserved. Unum is a registered trademark and marketing brand of Unum Group and its insuring subsidiaries. EN-1961-6 FOR EMPLOYEES (8-25)
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