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From a large-scale reorganization to day-to-day typical turnover, changes to life insurance coverage can be confusing to transitioning employees and can result in questions that your benefits department is either not staffed to handle or unable to answer.
Changes to your workplace benefits can be confusing.
There are so many things to think about:
What are all your options ?
What are the best choices for you and your family ?
What are the deadlines you need to be aware of ?
We have arranged for a Baystate Financial advisor to be able to answer your questions, and provide you with options about your life insurance and other financial decisions you need to make at this time.
Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Most insurance policies and annuity contracts contain exclusions, limitations, reduction of benefits, surrender charges and terms for keeping them in force.
TO REQUEST A CONSULTATION WITH A BAYSTATE FINANCIAL ADVISOR, CALL LISA @ 802.264.6600.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 802.264.6600 .
MA: Boston, Holyoke, Marshfield, Osterville, South Dennis, Southborough, Wakefield, Wellesley
CT: West Hartford, Westport
ME: Falmouth
VT: Colchester
NH: Exeter, Nashua
RI: Warwick, East Providence
