MetLife handles the conversion and portability needs of your group life insurance program, helping individuals make educated decisions regarding their loss of life insurance benefits. For MetLife Insurance customers only.
Upwise and PlanSmart (which includes Retirewise, Resource for Change, and Transition Solutions) are products of MetLife Consumer Services, Inc. (MCS). Upwise is available at no cost to all individuals and regardless of any MetLife relationship or product. MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.
Any content in Upwise, any PlanSmart workshop or any other information related thereto is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendations or advice.
Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.
1 MetLife’s 20th Annual U.S. Employee Benefit Trends Study (2022)
2 MetLife PlanSmart Internal Data (2022)
3 MetLife’s 21st Annual U.S. Employee Benefit Trends Study (2023)