Financial Education

Transition Solutions

Whether an employee is retiring, leaving the company voluntarily, or experiencing changes to their benefits due to a corporate transition, they may need information and guidance to make important and time-sensitive benefit decisions. Using a combination of financial education workshops and one-on-one consultations, MetLife Advice provides dedicated support to help employers and employees manage the effects of large scale change as well as day-to-day turnover:

• helps employers by alleviating some of the administrative burdens caused by these difficult transitions
• contacts affected employees to offer assistance in making important benefit and financial decisions in a short period of time

Transition Solutions services include event-based assistance in one or all of the following areas:

Mini-recordkeeping Services: A No Cost Service Enhancement

This no cost service enhances the Transition Solutions Program by applying a simple process to provide financial education and support to transitioning employees. MetLife will use employer provided data to send conversion and/or portability notifications to employees who are experiencing changes to their group benefits. A MetLife Advice Specialist then contacts the individual to offer assistance in making time-sensitive, post employment benefit decisions.

Metropolitan Life Insurance Company (MLIC), 200 Park Avenue, New York, NY 10166. Securities products and investment advisory services offered through MetLife Securities, Inc. (MSI)(member FINRA/SIPC), and a registered investment adviser, 1095 Avenue of the Americas, New York, NY 10036.

New England Financial is the service mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Securities products and investment advisory services offered through New England Securities Corp. (NES) (member FINRA/SIPC), and a registered investment adviser, 1095 Avenue of the Americas, New York, NY 10036.

MLIC, MSI, NELICO and NES are MetLife companies.