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Wealth Legacy Services
Create or Increase Your Legacy Assets
Looking to maximize the potential of your assets? Create or Increase your current Legacy by repositioning idle cash into a single premium life insurance policy that gives you complete control and access.
Leverage Your Current Retirement Assets
Not utilizing your 401K or IRA's? Inquire about this is unique strategy that allows you to rollover the portion you’ve designated for your loved ones & convert it into a tax-free legacy.
Start Building Your Legacy
Prefer to use time and long-term planning to build your legacy? Inquire about our long-term legacy builder that will allow you maintain control & access of your funds.
Wealth Legacy in Action
Mary is 70 years old and was looking for a way to maximize the potential of her retirement savings of $750,000. Her goals were:
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Preserve control & access while she is living
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Leave a greater monetary legacy for her family
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Reduce the amount of taxable assets for her family
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After pursuing a Wealth Legacy Strategy, Mary now has:
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Guaranteed Principal Protection of $750,000
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Access to up to $20,000 per month income tax-free for chronic care
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Year 1 Income Tax-Free Legacy of $1,462,500
DISCLOSURES
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