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Life insurance is a smart decision to make to secure your family’s income and expenses in the event of the unexpected. Another positive of having life insurance is that you can fund your legacy plan with it.


What is legacy?

A Legacy Plan is simply a Participating Whole Life Insurance Plan purchased for your child or grandchild. The policy premiums are set up as a fixed cost that will never increase.


Who benefits from this?

Anyone who wants to leave a legacy for both their child and their children’s children. The beneficiary can use the funds to:

  • Pay for higher education
  • Pay for a wedding
  • Start a new business
  • Down payment for a home 
  • Fund the child’s retirement


Is this avenue right for you?

When it comes to funding your legacy goals, there are many factors that you need to consider. CFS Wealth can review your current financial situation and provide a sample illustration of what it takes to achieve your goal and what is right for you. 

Here are a few steps that one of our advisors will cover and make sure you get all the answers:

  • Choosing the type of insurance policy that is right for you
  • Deciding the amount of insurance and how much you can afford
  • Payment flexibility
  • When to gift the Legacy plan to the child

Our financial advisors will provide an explanatory quote so you can be able to make the best decision. 


How to get started

Get in touch with us and one of our Insurance Advisors will be able to take a closer look at your goal and find the best policy for your needs. 


If interested in learning more,
Don’t hesitate to reach out to us today.
CFS Wealth 1-888-451-6133 or fill out our contact form.
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