LEGACY BUILDER GENERATIONAL WEALTH TRANSFER LIFE INSURANCE
Providing for your loved ones can be a simple task.
Our legacy builder life insurance policies are designed to empower you to leave behind a lasting financial heritage. With options tailored to your unique needs, you can shape your legacy according to your vision.
Prepare for tomorrow's challenges today - Reach out to us
Legacy builder life insurance policy : A future-proof solution
- Guaranteed immediate increase in asset
- Value to beneficiaries
- Proceeds pass to beneficiaries
- Federal income tax free
- Accelerated Benefit for Confined Care
- Accelerated Benefit for Terminal Illness
- Guaranteed cash value
- Access to cash
The Legacy Builder offers an opportunity to transfer assets to multiple generations, spouse, children and grandchildren, plus the following additional features...
- Guaranteed immediate increase in asset value to beneficiaries
- Proceeds pass to beneficiaries federal income tax free
- Accelerated Benefit for Confined Care
- Accelerated Benefit for Terminal Illness
- Guaranteed cash value
- Access to cash
Jane, Age 65 Non-Tobacco
Current Portfolio
| Before Reallocation | |
|---|---|
| CDs | $ 50,00 |
| Money Market | $ 30,000 |
| Securities | $ 50,000 |
| Total Current Asset At Death | $130,000 |
| After Reallocation | |
|---|---|
| Legacy Builder | $ 75,718* |
| Money Market | $ 30,000 |
| Securities | $ 50,000 |
| Total Current Asset At Death | $155,718 |
By reallocating the $50,000 CD to a Legacy Builder Single Premium Whole Life Insurance Policy, the
money available to your loved ones at your death increased by 51.4%.1
* Legacy Builder Death Benefit
Legacy Builder Advantages
- Proceeds pass to the beneficiaries federal income tax free
- Proceeds payable to a loved one bypass the costs and delays of probate
- Guaranteed cash value that grows over time
- Guaranteed death benefit
Robin Betton Life Insurance Agency offers life insurance services across Maryland, Washington DC, USA, Virginia, Delaware, Pennsylvania, New Jersey, California, Washington State, Tennessee and Arizona.