The "Legacy Estate Maximizer " makes a lot of sense to your typical senior investor looking to maximize their wealth transfer and minimize the tax impact.

With all of the different investment opportunities to consider, none will offer the tax efficiencies to transfer wealth from one generation to the next better than a single premium whole life insurance policy. Assurity Life's Legacy Estate Maximizer offers your client the advantages of an annuity, plus additional advantages an annuity doesn't offer. The Legacy Estate Maximizer can be a viable estate management tool for seniors when linked to accelerated death benefits incorporated with long term care provisions.

When you compare money sitting in CD's, money market accounts, mutual funds or annuities, single premium life insurance will eliminate tax problems, market risk and will allow your client liquidity, far out weighing other tax favorable options. By reallocating a portion of their funds from a taxable or tax deferred account to a single premium whole life policy, they are guaranteed yield, safety and liquidity.

There's nothing better than life insurance!