Financial, Legal, & Estate Support

Financial, Legal, & Estate Support

Financial, Legal, & Estate Support

Solutions to all types of personal financial challenges

Professional support for all types of pressing financial, legal, or estate issues; includes law consultations, tax consultations, credit and tax questions and much more. Assistance includes identity theft and fraud resolution services, online tools for state-specific wills as well as other important legal documents.


Program Flyer

For a more detailed description of services, click here.

Getting Started Is Easy

Call 1.800.344.9752, 24/7. Or visit website:

These programs are NOT insurance and do not provide reimbursement for financial losses. Some restrictions may apply. These services are provided exclusively by ComPsych® Corporation. Customers are required to pay the entire discounted charge for any discounted products or services available through these programs. Some services are available at the option of the employer for an additional cost. Programs are provided through third party vendors who are solely responsible for their products and services. Full terms, conditions and exclusions are contained in the applicable client program description and are subject to change. Program availability may vary by plan type and location and are not available where prohibited by law. These programs are not available under policies issued by New York Life Group Insurance Company of NY.


Financial Connect, Legal Connect, and Estate Guidance and Guidance Resources are registered trademarks of ComPsych Corporation.


All programs are effective for the member/participant on the first day of coverage.


New York Life Group Benefit Solutions products are underwritten by Life Insurance Company of North America, a subsidiary of New York Life Insurance Company.