Legacy planning conversations to support efficient wealth transfer is an important part of an overall financial plan. We have solutions and resources to make it easy for you and your clients.
Why recommend a legacy planning solution?
Remember our wealth transfer solutions when clients need an efficient, easy way to pass assets to loved ones. Our single premium whole life insurance solution offers:
Who is the ideal client for a legacy planning solution?
The Ten Minute Legacy: Protective® Series Estate Maximizer
Have a client in mind? Talk to them about our Ten Minute Legacy solution: Protective Series Estate Maximizer. This single premium whole life policy is an easy way to maximize a client’s legacy in 10 minutes. All they have to do is answer 4 simple questions — no medical exam required.
Other related topics
Legacy planning to build and protect what clients pass on
Securing the future with an estate plan
Strategies to transfer wealth efficiently through life insurance
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.