Losing a loved one is never easy.

That’s why we have teamed with Morneau Shepell to provide Beneficiary Resource Services to our Life insurance policyholders and their beneficiaries.

Beneficiary Resource Services helps people:

  • Manage any legal issues that may result after the loss of a loved one
  • Provide information for those planning or pre-planning a funeral
  • Create, modify and store a last will and testament online
  • Cope with and recover from the emotional impact of the loss of a loved one
  • Effectively manage the financial consequences

Services include:

  • Unlimited 24/7 phone consultation: Grief counselors, legal assistance and financial advisors are available by phone for up to one year.
  • Five face-to-face counseling sessions: Sessions can be used with a grief counselor or legal advisor or both. A one-hour financial consultation on the phone is also available.
  • Referrals and support services: Morneau Shepell counselors provide compassionate support throughout the process, including referrals to qualified grief counselors and financial and legal consultants within Morneau Shepell’s nationwide network of professionals.
  • Online will preparation: Policyholders can create their own wills online in a safe and secure way, right from their homes.
  • Online funeral planning: Policyholders can download a funeral planning guide, use calculators to estimate expenses, gather information on funeral requirements and customs, and access directories to locate funeral homes and cemeteries in their areas.

Disclaimers

Beneficiary Resource Services is only available for qualifying groups.

Beneficiary Resource Services is provided by Morneau Shepell. The Dearborn Group brand companies do not provide any part of Beneficiary Resource Services. Legal services will not be provided for court proceedings or for the preparation of briefs for legal appearances or actions or for any action against any party providing Beneficiary Resource Services. Legal services provided under Beneficiary Resource Services are not intended for adversarial matters. Neither Morneau Shepell nor the Dearborn Group brand companies are responsible or liable for care or advice rendered by any referral resources. This page is for illustrative purposes only and is not a contract. It is intended to provide a general overview of the services described. Not available in WA.