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Legacy solutions

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: 
An easy, quick sales process
Our Ten Minute Legacy℠ solution is simple: clients can maximize their legacy with one payment, four simple questions, no medical exam and an approval decision in ten minutes or less.
Tax-free, efficient wealth transfer
Funds pass to a beneficiary income tax free and avoid a lengthy probate process. 
Money coming out of a mahine icon
Cash access while living
Clients can access cash penalty-free for terminal or chronic illness.
Consider a legacy planning solution for clients who:

It’s best to look for clients who:

  • Are 50-85 years old
  • May have cash, CDs or other investments earmarked for loved ones
  • Seek strong guarantees, asset accessibility and growth
  • Want to lower their annual taxable interest
  • Plan to sell or downsize their home
A woman exploring legacy planning solutions on her iPad.
Grandparents smile with their grandson as they think about the financial legacy they've created with Protective Series Estate Maximizerw
Protective%%®%% Estate Maximizer%%SM%% II single premium whole life
  • A single premium for a higher death benefit
  • Tax deferred cash value growth
  • 100% return of premium of guarantee
Explore Protective Estate Maximizer II

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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.
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