Savings and Retirement
Financial Planning Services
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Overview
Travelers has partnered with Merrill Lynch to offer Merrill Lynch Financial Foundation®, a financial planning service that provides you with a personalized, comprehensive financial analysis that can be used as a guide to develop strategies and tactics for managing your wealth effectively. This financial planning service provides you with an in-depth understanding of your financial situation so you’ll be better able to identify opportunities, address challenges and take control of your finances.
Eligibility
You are eligible to participate if you are a regular status, salaried employee of Travelers scheduled to work at least 20 hours a week. If you enroll in Merrill Lynch's financial planning services, Merrill Lynch will counsel you and your dependents.
Cost
The cost for this program is $500. Payment is made directly to Merrill Lynch. Payroll deduction is not available for this program.
How to Enroll
You can enroll at any time by calling Sandra Bertrand at Merrill Lynch at 866.509.5527. After you have enrolled, Merrill Lynch will send you a welcome letter along with a financial planning agreement that you must sign and return in order to receive services. To preview the financial planning agreement or for additional information on the plan, call Sandra Bertrand at 866.509.5527.
For additional information, refer to:
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* This link is accessible only to employees logged into Travelers secure network.
