You've worked hard for your money.
Perhaps you'd like to leave a legacy with it to your children, grandchildren
or even your church or a charity.
Well, here's a test, If you could, which would you rather pass on to others, $100,000 or $169,664?
It's not a trick question. Most would like to leave more if they could.
Well, there's a product that can turn $100,000 into a larger amount and it passes generally federal income tax free.
This is just one example, but you can increase the amount of your legacy benefit, guaranteed, in just a few easy steps.
How? Well, it's actually a life insurance policy called Legacy Forward® II.
We designed it specifically for tax efficient asset transfer needs like yours.
Your beneficiary receives the money in the form of the policy's guaranteed Death Benefit.
And there are benefits for you, if you need them.
Legacy Forward II allows access to your money if you suffer a chronic or terminal illness.
While we know you want to leave your legacy, we also realize you may need some, or all, of this money if you become chronically ill.
You can access up to 100% of your premium and possibly still have remaining death benefit to leave to your loved ones.
And you can access from 60 to 90% of the policy's death benefit if you're diagnosed with a terminal illness.
This may differ depending on your situation.
Plus, it all comes with a 100% money-back guarantee.
That's something that may help with peace of mind for you.
So if you'd like to see if you can leave a larger legacy, see you financial representative today.
It takes less than five minutes to find out if Legacy Forward II might be a good fit for your legacy gifting plans.
