Helps set funds aside for final expenses and protecting money.
A Great Pre-Planning Strategy that pays Final Expenses and Protects Assets from Creditors and Medicaid Spend Down. An additional benefit of funeral trusts is that they can be used to cover expenses such as the cost for travel of family members.
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.