The Cetera Life Events Team assists with death claims, estate and trust complicated accounts, death puts, transfers after death, and much more. Their goal is to simplify the process for advisors and their clients, ensuring they receive expert guidance and support every step of the way - and to facilitate seamless and compassionate service to effectively address these sensitive situations. They have many areas of expertise, as listed below:
Below is a summary of the usual process you will go through when you bring something to the team:
For more information, contact 424-512-2152 to speak to a member of the Cetera Life Events Team.
For Internal Use Only