Legacy Planning
Preserve Wealth For Future Generations
Lifetime Income You Can Count On
We develop customized plans to turn savings into a steady income stream for retirement and help you pass your wealth on efficiently. Our legacy planning services include asset protection, trust coordination, and tax-efficient transfer strategies to preserve more for loved ones.
Core services with details
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Retirement Income Strategies
Convert savings into life-long payments.
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Asset Protection
Protect wealth from market volatility and unexpected expenses.
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Tax-Efficient Strategies
Minimize taxes on retirement income and inherited assets using life insurance, trusts, Roth conversions, and charitable giving.
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Charitable Legacy Planning
Donor-advised funds, charitable remainder trusts to achieve philanthropic goals while reducing taxes.
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How we work with estate counsel
We coordinate with your attorney and CPA to place life insurance in trusts, complete titling changes, and implement tax-efficient distributions.
Speak with an advisor about legacy planning
Columbus Life Insurance Company
Founded in 1908 A+ A.M. Rating
National Life Group
Founded in 1848 • A+ Rated (A.M. Best)
Fidelity & Guaranty
Mutual Of Omaha
Founded in 1909 • A+ Rated (A.M. Best)
Americo
American Amicable
Founded in 1910 • A Rated (A.M. Best)
Athene
Founded in 2009 A+ Rated (A.M. Best)
North American
Founded in 1886 A+ Rated (A.M. Best)