Beneficiary Liquidity Plan

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.

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.

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.

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.

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

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.