✅ Enable tax-free legacy transfer
✅ Access liquidity during life
✅ Avoid probate delays
✅ Gain creditor protection
🏦 $68B+ lost annually to probate and legal fees
📉 70% of wealth is lost by the second generation
🔒 95% of the ultra-wealthy use insurance in legacy planning

Design: Craft a custom solution
Deploy: Fund efficiently
A permanent life insurance policy that builds savings tax-deferred while providing a death benefit.
Yes, through tax-free loans and withdrawals, for retirement or emergency use.
Yes. Insurance proceeds go directly to the named beneficiaries - fast and tax-efficient.