Event Driven Guidance

Provide your employees with guidance during time-sensitive decisions —
designed exclusively for MetLife Group Life insurance customers.

Transition Solutions

Help reduce questions to your benefits departments and ensure that all affected employees get the assistance they need.

Due to retirement, leaving your company or experiencing a reduction in coverage, you want your employees to be able to make the best choices for their life insurance coverages as they move forward. That’s where we can help you help them. Leveraging employer-provided data, we notify your employees about their group life conversion and portability options within a 31-day period. Employees are never alone in the process as they can get assistance by meeting with a specially-trained third party financial professional.  If needed they can also  get additional information through our online portal. 

Delivering the Promise®

We offer compassionate support when beneficiaries need it most.

Upon request of a beneficiary or family member, third party financial professionals can provide dedicated support during a time of loss. We understand the challenges associated with filing a claim during this difficult time, and offer support to ensure the process goes smoothly. 

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. 

MetLife administers the PlanSmart program, but has arranged for specially-trained third party financial professionals to offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.