To see how a Wealth Management Account can alleviate some of the hardship during a difficult time, let's meet Beth.

Beth's Story
Beth and Edward had a storybook wedding after graduating from college. They found good entry-level jobs and started their lives together in Chicago.*

Both of them were professionals in financial services, and they realized the importance of having life insurance. Even though they didn't yet have kids and hadn't purchased their first home, they decided that small life insurance policies to cover funeral expenses were a good idea, so they selected affordable group life policies available through work.

Sadly, their forethought proved wise. Edward was killed in a tragic car accident. 

While Beth was distraught and overwhelmed, she found some comfort in knowing the funeral expenses were covered. And having access to the funds so quickly through a Wealth Management Account Debit MasterCard^® took the hassle out of paying the funeral home.

At such a difficult time, Beth knew her money was safe and earning interest. She had access to a reservoir of funds from Edward’s insurance benefit to help her with household expenses and other incidentals while she grieved.

* Hypothetical example is for illustrative purposes only. All events, persons and results described herein are entirely fictitious and amounts will vary depending on your unique circumstances. Any resemblance to real events or persons, living or dead, is purely coincidental.  Current rates are variable and may change at any time. Consult a qualified legal, tax or financial advisor for your specific situation.