Legacy Protect Solutions
Legacy, Not Liability
Life Insurance • Mortgage Protection • IUL • Final Expense • Annuities
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Explore Your Options
Different goals call for different types of coverage. Here’s a quick look at some of the options we can talk through.
Coverage for a set period, often used to protect income, family, or a mortgage.
Learn More →Structured around your goals: Death Benefit • Living Benefits • Cash Value Growth Potential
See How It Works →Retirement-focused options that can help protect money to create future income.
Learn More →Helps protect the income needed to keep the home if the unexpected happens.
Learn More →Term Life
replacing family income
covering everyday expenses and responsibilities
addressing high financial obligation periods
cost advantages over permanent life insurance
Someone who wants a larger amount of protection for a specific period of time, like 10, 20, or 30 years.
Whole Life
a death benefit that doesn’t expire
policy cash value builds over time
fixed premiums for long-term planning
permanent coverage protecting family
Someone who wants coverage for their whole life, with set policy features and cash value that builds over time.
Indexed Universal Life
protection for the people you leave behind
under qualifying conditions, certain benefits may be available while you’re living if you experience a serious illness or other covered event
a portion of the policy builds cash value over time, with interest crediting tied partly to the performance of a market index
place more emphasis on protection, living benefits, cash-value accumulation, or a combination
Someone looking for permanent protection with flexibility and the potential to build cash value over time.
See Example →Annuities
Protecting your principal from market losses.
Growing your money and building cash value.
Creating income you can count on for a set period or for life.
Offering predictable growth versus market-based accounts.
Someone who wants to protect their money, create retirement income, or reduce exposure to market volatility.
Mortgage Protection
Life is unpredictable. Illness, injury, or death could leave your loved ones facing a mortgage they weren’t prepared to handle.
Provides money for your mortgage payments if you’re unable to work due to illness or injury.
Helps provide options so your family can stay in the home and maintain their way of life.
Helps pay down the mortgage balance, reducing what your loved ones may owe on the home.
Homeowners who want to help make sure the mortgage does not become someone else’s financial burden.
Burial & Final Expense
money for funeral, burial, cremation, memorial, and related expenses
medical bills, household expenses, debts, immediate financial needs
pays beneficiaries for flexibility and fewer expenses
designed to remain in place for life as long as premiums are paid
Someone who wants a smaller amount of permanent coverage specifically for final expenses, leaving less financial responsibility behind.
Illustration Example
Tap the chart to enlarge
This sample comes directly from an actual illustration by an appointed, approved carrier, for a client contributing $200 per month with a fair-health underwriting profile. Illustrations are individualized based on age, health, and budget. Values shown are not guaranteed and will vary by policy and carrier.
View Full Illustration →Talk Through Options
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