Financial Counseling for Beneficiaries.

The death of an employee has ripple effects on other employees, managers, your HR team, and most importantly, their family. With emotions running high, the thought of having to unwind the deceased’s financial life only adds to the stress and anxiety of their loved ones. For many, it’s an overwhelming, complicated process and something they have never done before.

What does this have to do with your organization? With Cerity Partners Beneficiary Financial Counseling, you have an opportunity to ease this stress while positively impacting your firm.

• Helping a family navigate the maze of financial decisions and paperwork honors the deceased employee’s memory and their contributions to your success.
• It also builds loyalty and aids in retention. Employees are more likely to stay with an organization that genuinely cares about their family’s future financial well-being.
• Cerity Partners has financial counselors who serve as the dedicated contact for family members, answering questions, submitting forms, and making the necessary phone calls, which allows your HR team to focus on their other responsibilities.

Like life insurance, beneficiary financial counseling services make a meaningful difference in the lives of those left behind — providing a sense of stability when it’s needed most.