Get a professional
review of your policy
Minimize taxes during your lifetime
Create tax-free
retirement income
Optimize
estate planning
Based on your goals, we can help increase death benefits by an average of 60-220% while maintaining premiums or decrease premiums on average of 30-40% while keeping coverage the same!
Comparison across top carriers
Education to help with your decisions
Second opinions on recommendations
Build your portfolio
Compare and contrast multiple offers
Integrate with your financial goals
We will review your policies to help make sure they still meet your goals. We have already helped our clients:
Increase death benefits by an average of 60-220%
Decrease premiums on average of 30-40%
Learn how to optimize your policy based upon your life expectancy and save an average of 40%
Make sure your policy is not in jeopardy from lapsing due to policy performance
%20Insurance%20Goal.png)
Get your professional review or learn more to take control of your financial future.
Our wealth legacy architects provide a professional policy review or a second opinion on policy recommendations.
We work with our clients to understand and input their goals into our interactive platform.
Answer 4 questions, adjust your coverage amount and length (if you like), and get a plan that aligns with your goals.
We facilitate a seamless onboarding and underwriting process, with concierge support that tracks completion of each step.
Our platform addresses aftercare—conducting annual policy reviews, ongoing provider due diligence, managing trust-owned life insurance and providing market updates.
