Polley Life
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  • Sean Polley
  • Greg Kite
  • Kenia Illan
  • Ronald Greene
  • Connie Greene
Polley Life
Home
Quote & Apply
Agents
  • Sean Polley
  • Greg Kite
  • Kenia Illan
  • Ronald Greene
  • Connie Greene
More
  • Home
  • Quote & Apply
  • Agents
    • Sean Polley
    • Greg Kite
    • Kenia Illan
    • Ronald Greene
    • Connie Greene
  • Home
  • Quote & Apply
  • Agents
    • Sean Polley
    • Greg Kite
    • Kenia Illan
    • Ronald Greene
    • Connie Greene

Beneficiary Liquidity Plan

What is your plan for your beneficiaries to manage your final expenses?

Money is paid within 24-48 hours without a death certificate

Availability

A Program for Everyone

Availability

Keep your assets safe from creditors and quickly available for the people you want to provide for – your family or your favorite charity. Plus, provide funds for your funeral expenses.

Ease of Use

A Program for Everyone

Availability

The Beneficiary Liquidity Plan is simple to use and is totally free (no fees) and it can be used in addition to any other trust you may have.

A Program for Everyone

A Program for Everyone

A Program for Everyone

Your advisor has a plan that will fit your financial goals as well as your needs in terms of payment options and health condition; everyone qualifies.

Flexibility

Value Increases Over Time

A Program for Everyone

Funds for funeral expenses are totally portable and can be used with any funeral provider, plus all funds are exempt from probate and available immediately to your beneficiaries. Up to $100,000 can be placed in the  Beneficiary Liquidity Plan.

Protect Your Loved Ones

Value Increases Over Time

Value Increases Over Time

By setting aside funds in the plan, you avoid placing a financial burden on loved ones for your funeral expenses.

Value Increases Over Time

Value Increases Over Time

Value Increases Over Time

Setting aside funds in advance into a Beneficiary Liquidity Plan provides future growth, yielding even more dollars than were originally placed in the plan, plus all increases in value and all funds are paid out income tax-free.

Contact Us Today

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