Lifetime Legacy

SIMPLE SOLUTIONS. LASTING RESULTS

Lifetime Legacy is a senior wealth transfer planning product that was designed specifically for passing on a legacy. It is universal life insurance that guarantees a specific amount of money will go to the beneficiary at death.

The concept is simple. Your client purchases the policy with a single payment. This payment creates a guaranteed amount of money that will be left to loved ones at death. No additional payments are needed, and there are never any worries about guaranteed amount changing.