What is the Financial Planning Benefit?

Answer:

Once you’ve continuously held your Policy for 3 years, your Policy will be automatically upgraded to include the Financial Planning Benefit on your third Policy Anniversary. Under this benefit, following an accepted Life Insurance claim, we will reimburse you or your beneficiaries up to $3,000 for financial planning advice from a licensed financial planner within 12 months of an accepted claim. This benefit is only payable once per Policy.


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