The Estate Planning Trust can help set aside funds to transfer wealth and leave a legacy.
The Estate Planning Trust can help set aside funds to transfer wealth and leave a legacy. This comprehensive legacy protection plan offers unique protection by combining whole life insurance and an irrevocable estate planning trust. Therefore, the value of the policy may no longer be accessible by lawsuits and creditors.
The OneLegacy Difference
The OneLegacy Advisor's process does not require any marketing expenses, in fact, you will have the tools to re-monetize your current book of business.
Provide a solution EVERYONE client needs, even if they don't know it yet.