Legacy Protectors
Legacy Protectors
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Protect Your Business And Your Family with Legacy Protectors

Key Person Insurance

Buy/Sell Agreement Funding

 Safeguard your business from the unexpected loss of a vital employee or owner with living benefits that protect your operations, team, and legacy. 

Buy/Sell Agreement Funding

Buy/Sell Agreement Funding

 Ensure a smooth ownership transition with properly funded agreements using whole life insurance. No scrambling, no debt, just confidence and continuity.

Participating Whole Life Policies

Build tax-advantaged, growing cash value for retirement income, business opportunities, and infinite banking strategies. This is not just insurance—it’s a financial engine.

Family Trust & Estate Planning

 We help clients structure and fund revocable trusts with whole life policies to ensure a smooth transfer of wealth to the next generation. 

Legacy and Family Trust Planning

 From funeral costs to generational gifting, we help families plan for every stage of life—and every unexpected turn. 

Trusted Advisor Referrals

 Need a tax strategist, trust management firm, or business exit planner? We've built a network of professionals aligned with your long-term vision. 

Service Tiers

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