Secure Your Legacy NOW!
What is a Secure Legacy Account?
Why a Secure Legacy Account?
Check the difference between Traditional Saving Account and a Secure Legacy Account!
Traditional Savings Plan
Access to your cash
Little to no growth
Beneficiary must pay taxes
No additional death benefits
No living benefits
Secure Legacy Account
Access to your cash
Guaranteed growth
Tax Free to Beneficiary
Multiply the account value immediately
Living benefits
Book an Appointment with a Retirement Account Advisor to get started
Our Trusted Partners
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Secure Your Legacy NOW!
What is a Secure Legacy Account?
Why a Secure Legacy Account?
Check the difference between a
Traditional Savings Account and a Secure Legacy Account
Traditional Savings Account
Access to your cash
Little to no growth
Beneficiary must pay taxes
No additional death benefits
No living benefits
Secure Legacy Account
Access to your cash
Guaranteed growth
Tax Free to Beneficiary
Multiply the account value immediately
Living Benefits
Book an Appointment with a Retirement Account Advisor to Get Started!
Our Trusted Partners
