Fast Access to Funds – Proceeds are typically available in days, not weeks.
Flexibility – Choose how funds are allocated to match your wishes.
Protection – Keeps your designated funds separate and safe from other expenses.
No Attorney Required – Simple, straightforward setup process.
No Death Certificate Required
No Underwriting
Won't Affect Eligibility
Not Counted as An Asset
Sara helps families protect their assets and plan for the future with confidence. She utilizes simple, stress-free tools and proven planning strategies.