Your Story Lives On
True Legacy
All individuals and families have a set of beliefs, values, attitudes, and experience that should be passed down to generations to come. It’s critical to capture those messages now and throughout life, before they are forgotten. We specialize in doing so by creating individual, custom, video documentaries and creating one of the most tax-efficient ways to transfer wealth to your loved ones.
1x1 Confidential Interview
One of our personal Interviewers will guide you through the various stages of life highlighting your beliefs, values, and experiences.
Custom Video Documentary
Professional video edited documentary that is private and secure via an encrypted storage platform.
Single Premium Life Insurance
This strategy allows you to create a monetary wealth transfer to your loved ones by simply making a one-time payment through an instant approval underwriting process.
BRANDING
Protect Your
Well-Being & Assets
This all about you! Together we can ensure you receive proper long-term care, when needed, and avoid depleting your income & assets.
