Haven Life and Trust & to expand partnership to provide enhanced estate planning resources to eligible policyholders


NEW YORK, October 19, 2021 / PRNewswire / – Haven of life, the client-centric life insurance agency backed and 100% owned by Massachusetts Mutual Life Insurance Company (MassMutual), and Confidence & Will, the leading digital estate planning platform in the United States, expands its existing partnership to deliver even more robust estate planning resources to eligible Haven Life clients.

Haven Life makes it easy to buy reliable and affordable term life insurance.

Trust & Will offers a modern approach to digital estate planning, offering legally valid documents designed and approved by estate planning attorneys to meet each state’s guidelines. Available through Haven Life Plus, the existing partnership offers Haven Life clients an individual or joint will with one year of free updates – a service normally valued up to $ 259. Haven Life Plus is a rider to the Haven Temporaire policy that provides policyholders with benefits beyond life insurance that help them live healthier, fuller and more protected lives.

As part of the expanded partnership with Trust & Will, Haven term policyholders will now have access to more estate planning resources to meet their unique needs. Extensive options include free access to a single or joint trust, making Haven Life one of the few digital life insurance agencies to offer trusted access to clients. This service, which is normally rated up to $ 699, is added to the new guardianship resources and to continued access to the creation of wills. Haven Term policyholders can also turn their existing will into a trust at no cost to them.

“While life insurance is an essential part of end-of-life planning, it is not the only piece of the puzzle and our original partnership with Trust & Will was designed to support our long-standing mission to make life less difficult for our customers, “mentioned Jean Latone, Managing Director of Haven Life. “We have always believed in maintaining a long-term relationship with our customers. When their needs change, that means our services must evolve as well. This is why we are delighted to extend our relationship with Trust & Will to provide enhanced wealth. planning resources. “

“We are excited to expand our existing partnership with Haven Life, which now includes access to even more estate planning tools to create truly personalized plans,” said Cody barbo, founder and CEO of Trust & Will. “Reflecting on the past three years of working together, we’re grateful to partner with amazing brands that share our vision to help as many families as possible get their financial affairs in order. Haven Life believed in us from the start, and we are so proud to have helped thousands of their members to this day. “

About Haven Life:
Haven Life Insurance Agency, LLC (Haven Life) is rethinking the way people financially protect those they love. Haven Life is committed to providing exceptional products, enjoyable shopping experiences and meaningful moments of service to the modern life insurance customer.

Haven Life Plus (Plus) is the trade name for the Plus Rider which is part of the Haven Term policy. The rider is not available in all states and can be changed at any time. Neither Haven Life nor MassMutual are responsible for the provision of the benefits and services made available under the Plus Rider, which are provided by third party providers (partners).

Haven Term is a term life insurance policy (ICC21 Haven Term in some states including NC) issued by CM Life Insurance Company (CM Life), Enfield, Connecticut 06082. In new York (DTC-NY) and California (DTC-CA), and in other states, it is issued by the Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001.

About Trust & Will:
Trust & Will is a modern approach to digital estate planning, offering legally valid documents designed and approved by estate planning attorneys to adhere to each state’s guidelines. Our mission is to provide families with a better way to plan for the future. Since 2017, more than 250,000 Trust & Will members have created an online estate plan to build their family heirloom. We make estate planning simple, affordable and accessible by providing a secure way to set up a plan online in minutes, using bank-level encryption that protects client data and complies with industry-leading security standards. higher, including SOC2. Trust & Will is the official provider of estate planning benefits to AARP members and is a proud provider partner of several leading financial institutions, including Fifth Third Bank, Northwestern Mutual and Haven Life. To learn more, visit www.trustandwill.com.



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SOURCE Haven of life

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