Enhance a Legacy: Pass it on!

Legacy planning is not only for the super wealthy. Passing on a legacy can be as simple as maintaining a loved one’s lifestyle after death or more complex like leaving a gift for charity or paying estate taxes. Life insurance can be an important tool in helping to accomplish these objectives and more.

Whether grandparents want to skip a generation, a second marriage needs to keep things equitable for a blended family, or a single parent needs to provide and protect, life insurance plays a pivotal role in transferring wealth.

Imagine how the client conversation changes if instead of asking, "would you like to buy life insurance to protect your family," you ask, "would you like to leave a legacy for your family?" 

We have you covered with our Legacy Planning resources! Check them out today and reach out to your MVP representative for legacy recommendations.