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Transitions

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Metlife®  

MetLife has a special arrangement with Barnum Financial Group that gives certain individuals covered under its group life insurance the opportunity to meet with a financial professional with specific expertise in life insurance and managing through a job transition. These knowledgeable resources help people understand their options and assist them in making important, time-sensitive decisions about their life insurance.

As Transition Solutions specialists, we specialize in working with families and individuals who are going through a financial transition and are seeking guidance. The areas below highlight how we can make an impact if you are no longer with your employer. 

Benefit Transitions

If you are transitioning from a job, do you have a plan in place to continue the benefits you had through your former employee?

Transitional Financial Planning

Years of experience have prepared us to guide you through your life transitions. Our team of Financial Planners will develop a roadmap to set you up for financial success.

Retirement Planning

Are you on track for retirement? We review your retirement goals to gauge how much you need for retirement and when you want to retire. We then develop a plan that is strategic and achievable.