Estate Trust

Whether part of a comprehensive estate plan or used as a standalone solution, the estate trust provides a simple runway for clients to preserve their assets for the next generation.

An estate trust is a guaranteed-issue insurance contract of up to $100,000 with a built-in trust mechanism to cover funeral expenses and quickly transfer assets to beneficiaries. Upon the owner’s death, the benefit provides immediate financial liquidity and avoids probate.

When to Consider an Estate Trust

An estate trust is one of many products available for estate planning clients. This product is deal for clients who:

  • Are participating in end-of-life planning
  • Seek to designate beneficiaries of their estate and avoid probate

Our Carrier

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Long-Term Care Insurance

Bolster your client's estate plan with long-term care insurance and help safeguard their financial future.

Explore LTCI

Funeral Expense Trust

This simple insurance policy benefits clients in all stages of the long-term care planning process.

Explore the FET

Tax-Deferred Annuity

If your client is seeking a conservative investment vehicle, our tax-deferred annuity offers flexible options.

Explore the TDA

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