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Legacy Stratgies

It is a common goal for many of our clients to establish a legacy to be enjoyed by their loved ones or through a philanthropic outlet.  Considering these final goals is important and it may consist of a variety of strategies including working with your attorney to develop a will or other legal documents or determining how and to whom assets are to be distributed. 

Life insurance can play a key role in accomplishing many of these goals.  Though most often thought of as a safety net for unexpected events, life insurance products have become diverse enough to play a pivotal role in one’s legacy.  Life insurance  can be customized to distribute funds to family members or charities or to be designated for specific expenses including education for children or the costs associated with a memorial service.  If it is important to you, we can work with you to find a way to ensure that such things are highlighted in your financial strategy.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.​