View Our Customer Relationship Summary
skip navigation

Loss of a Loved One

Both Scott and Al have a deep understanding of how overwhelming financial decisions are when a family loses a loved one. Losing a spouse can be devastating both emotionally and financially.  Although a loved one can never be replaced, Scott and Al provide more clarity on financial decisions that need to be made during this difficult time.  We act as the voice of financial reason and an advocate to provide peace of mind.
 
Our process is to:
  • Provide assistance in completing claim forms
  • Review all insurance policies in the household
  • Provide information to make the claimant aware of benefits
  • Answer questions and ensure the details are managed
  • Provide support and grief counseling resources
  • Assist in developing strategies for current and future financial needs