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SurvivorSupport® Financial Counseling Services
If you die while actively employed or while receiving long-term disability (LTD) benefits (please see "You Go on Long-Term Disability" in the What Happens If … section, the Plan provides your surviving spouse or other key adult survivor with free financial planning services for a period of six months following your date of death. These services are provided by Ayco Company, a nationally recognized financial consulting firm. (Ayco does not sell any products or services.) Ayco is not an affiliate of MetLife. Services include assistance with:
  • Settling the estate;
  • Cash-flow planning;
  • Income-tax counseling; and
  • Insurance and estate planning.
Participants receive comprehensive, objective financial counseling from experienced Ayco counselors familiar with JPMorgan Chase's benefits. The counselor coordinates the efforts of the participant's attorney, accountant, insurance agent, and/or broker to develop a strategy and implement it. Participants receive:
  • A telephone counseling session with an Ayco counselor in which financial concerns will be identified and resolved. Family members, attorneys, and other support people are encouraged to attend. Additional meetings may be scheduled, depending on the complexity of the issues.
  • A personalized financial plan to help organize the steps to take now and in the future.
  • The SurvivorSupport® Reference Guide — an interactive workbook that includes step-by-step worksheets, tables, and illustrations to help the participant evaluate relevant aspects of his or her financial situation.
  • Direct toll-free telephone access to financial counselors for six months from the date of death.
  • Monthly telephone follow-up.
This list is subject to change at any time.