Page 43 - 2022 Insurity OE Guide FINAL

Reliance Standard – EAP

Legal and Financial Services

Help Protect the Ones You Love Financial Services

Employees and family members are eligible to receive legal Support is available for any financial needs including:
and financial consultation for an unlimited number of issues O Referrals to CPAs, CFPs and Credit Counselors
at no cost. 24/7 access is also available to a secured site for O Credit Counseling
information, resources and personal documents. O Debt Management
Legal Services O Retirement
O Lease/Purchase Issues
Support is available for any legal needs including:
O College Funding
O Document Preparation
O Financial Planning
O Civil/Consumer/Criminal Issues
O Tax Preparation
O Domestic/Family Disputes
O Real Estate Services include initial assessment and phone consultation
O Landlord/Tenant regarding the issue. Employees and family members
O Motor Vehicle receive 30-Day Financial Coaching and a 90-Day Financial
O Immigration Wellness Action Plan at no cost. If additional assistance is
O Estate Planning needed, financial coaching can continue for a monthly fee.
O Will Preparation
O Mediation Document Preparation
Tools and resources are available for multiple legal and
Services include initial assessment and then an initial
financial needs including:
60-minute in-office or phone consultation regarding the
issue. If additional assistance is needed and the attorney O Will Preparation
is retained, the employee or family member will receive a O Complaint Letters
25% discount on continued services. O Deeds
O Living Trusts
O Personal Service Agreements
O Home Financing
O Personal Financing
O Investment
To learn more,
call 855-775-4357 or O Retirement
visit rsli.acieap.com to O Leases
access the Legal and Services include Do it Yourself document preparation
Financial Resource through the Online Legal and Financial Resource Center,
Center. as well as Document Assistance services at a reduced fee.

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