Estate Planning

THE Right Solution for Your Business

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Estate Planning for Everyone…

The US legal system is expensive, but protecting your client’s families shouldn’t be.  Many people don’t have an estate plan because they can’t justify many hours of attorney fees.

Life Professionals has partnered with the #1 estate documents company for the insurance industry in the country to assist advisors with helping their clients solve this problem, because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, and this software makes it easy.

Drafted by Expert Estate Planning Attorneys in All States

This platform is the result of a combined team of technology experts working with Expert Estate Planning attorneys who helped to create this new technology to bring Comprehensive Estate Plans to everyone. Note, that you will not be practicing law. You will simply introduce your customers to our platform for their self-directed use. Thousands of hours went into creation of these documents and the software platform to make it so easy; anyone can do it.

Are you ready to become a Referral Magnet?

At Life Professionals, we will teach you how to attract more clients, maybe more than you could imagine. Due to advancements in technology, almost everything is online these days, including estate planning. Don’t be left behind. Whether you consider yourself an expert or a novice, we can help. Don’t be intimidated by the words Estate Planning! This system is easy to learn and use, and extensive training is available.

Set Yourself Apart!

Set yourself apart from the competition. When offering this service you will become the trusted advisor, not a product pusher. Your customers will look at you differently, they will open up to you more easily, they will more than willingly let you know everything about them, including all of their assets, which opens the door for more new business opportunities. This is truly a great service that is very much needed!

Increase your prospects, become a referral magnet, raise your business to a new level.

Click here to learn more and don’t hesitate to contact us to take your next step: Estate Docs

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ESTATE PLANNING

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INDUSTRY ADVANTAGE

FINAL EXPENSE

Final Expense Life Insurance is a type of whole life insurance designed to cover the costs associated with a person’s death — such as funeral expenses, burial or cremation costs, medical bills, and other end-of-life expenses.

Term

Term Life Insurance provides coverage for a specific period of time — or "term" — such as 10, 20, or 30 years. If you pass away during that term, your loved ones receive a tax-free cash payout (called a death benefit)

Mortgage Protection

Mortgage Protection Life Insurance is a type of life insurance specifically designed to help your loved ones pay off your mortgage if you pass away. It ensures that your family can stay in the home without the financial burden of monthly mortgage payments.

Indexed Universal Life (IUL)

Indexed Universal Life Insurance (IUL) is a type of permanent life insurance that offers flexible coverage and a cash value component that can grow over time based on the performance of a stock market index, like the S&P 500.

Whole Life

Whole Life Insurance is a type of permanent life insurance that offers a combination of death benefit protection, cash value accumulation, guarantees, and tax advantages that differentiate it from most other types of financial assets...

Annuities

An annuity is a financial product that provides you with a guaranteed stream of income, usually during retirement. You pay into it — either as a lump sum or over time — and in return, the insurance company promises to pay you income in the future.