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Personal attention from experienced professionals.  Baystate Financial.

200 Clarendon Street, 19 & 25th Floors

Boston, MA 02116

617-585-4500

baystatefinancial.com

Additional Locations
MA: Boston,  Holyoke, Marshfield, Osterville, South Dennis, Southborough, Wakefield, Wellesley, Worcester

           CT:  West Hartford,  Westport• ME: Falmouth • VT: Colchester
NH: Exeter, Nashua • RI: Warwick, East Providence

© Copyright 2019 Baystate Financial.  All Rights Reserved.

This content cannot be copied without express written consent of Baystate Financial.  Guidance. Insight. Results. is a registered trademark of Baystate Financial and may not be duplicated.

Securities, investment advisory services and financial planning offered through qualified registered representatives of MML Investors Services, LLC  (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116;   Ph: 617-585-4500.   Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.    Member FINRASIPC    CRN202101-240428

TRANSITIONSOLUTIONS

EVENT DRIVEN GUIDANCE BY BAYSTATE FINANCIAL

You have important workplace benefit decisions to make.
What are your options?  
What deadlines do you need to be aware of?

Good news: help is available!

From a large-scale reorganization to day-to-day typical turnover, changes to life insurance coverage can be confusing to transitioning employees and can result in questions that your benefits department is either not staffed to handle or unable to answer.

 

YOU HAVE IMPORTANT TIME-SENSITIVE 
BENEFIT DECISIONS TO MAKE. THE GOOD NEWS IS...

BAYSTATE FINANCIAL CAN HELP.


Changes to your workplace benefits can be confusing.

There are so many things to think about:

What are all your options ?

What are the best choices for you and your family ?

What are the deadlines you need to be aware of ?


We have arranged for a Baystate Financial advisor to be able to answer your questions, and provide you with options about your life insurance and other 
financial decisions you need to make at this time.


Please contact us to arrange a convenient time to get together, but act quickly, as many of the decisions you need to make are time sensitive. 

Contact Us
We can make life insurance changes easier.

TO REQUEST A CONSULTATION WITH A BAYSTATE FINANCIAL ADVISOR, CALL LISA @ 802.264.6600.

Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Most insurance policies and annuity contracts contain exclusions, limitations, reduction of benefits, surrender charges and terms for keeping them in force.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.