A Wealth Legacy Plan (WLP) is a strategic foundational insurance-related plan customized to meet your financial goals.
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Benefits for your Children
The Wealth Legacy Plan provides a way to create One Million Dollars in lifetime benefits to children.
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Tax Free Benefit Options
Create a Tax-Free Lifetime Income stream that you can access after age 60.
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Medical Benefits For You and Your Family
Protect yourself and your family with Major Sickness & Death Benefits.
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Access Funds Without Restrictions
You are given access to your funds Without Restrictions, penalties or permission prior to age 59.5.
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Tax Advantages On Growth
The WLP offer Tax Advantages on the growth, withdrawal, distribution and transfer of wealth.
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Establish Perpetual Wealth For Your Family
Take your WLP to the next level of generational wealth by getting a Durable Power of Attorney, a Will and a Family Trust.