The Challenge

Wills, Trusts, Asset Protection and Income upon the death of a loved one are all complicated things we will deal with in our lives.

Do I need a will, especially if I have children? Are my assets protected if I should be sued or have creditor issues? Do we have adequate Life Insurance or too much for that matter? Am I paying too much?

The death of a loved one leaves people emotionally, and sometimes financially, vulnerable.  Whether it’s a spouse, child, parent, or grandparent; where can the survivors turn for help?  What are the decisions they must make? What are the right answers? Today, employers may not have sufficient on-staff resources to provide executives and their beneficiaries with the right support in these sensitive circumstances, or to help them deal with the financial uncertainty and what must be done.

A Solution

Our professional support privateAdvisor Suite clients by getting involved with executives and their beneficiaries. In detail, a representative will guide you through the issues described above and give you a full detailed analysis on anything from your Life Insurance to your Trusts and Wills. Our professionals provide a survivor advisory service* delivering individual, one-on-one guidance to family members. They will help you understand a variety of issues, such as how to choose your income and cash options or how to request social security benefits, and by helping identify potential needs and make smart decisions.

Benefit Alternatives

Beneficiaries may be entitled to other benefits and without proper filings, receipt of these benefits may be delayed. Additionally, almost all beneficiaries will need assistance with issues regarding the assets of the estate and investing the proceeds appropriately.

THIS OFFER IS NOT AVAILABLE TO THE GENERAL PUBLIC OR ADVISORS WITHOUT WRITTEN PRIOR APPROVAL OF UNIVERSAL INSURANCE SERVICES LLC. THIS INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY.  THE ABOVE DOES NOT GUARANTEE ELIGIBILITY OR ACCESS AND IS NOT A RECOMMENDATION TO PURCHASE.

For Disability, Lloyds – Physicians and Medical Professionals are eligible for simplified issue only – case by case guaranteed issue availability.

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