Securing Your Child's Financial Future
An Innovative Approach using Indexed Universal Life Strategies providing a Lifetime of Benefits
Planning Futures
A Universal Life Policy can assist at every milestone of your child's life:
- Help pay for College Tuition
- Purchase their first car
- Put a down payment on a home
- Fund a retirement income all before they turn the age of 21
- Protects portfolio cash value in volatile market conditions
- Pay no tax or penalties for cash withdrawals.
Accelerated Living Benefits
Guarantee your child's insurability and gain access to emergency funds in the event of an unexpected injury or sickness.
Living benefits provide the ability to accelerate the portfolio's life benefit providing funds that would not be available to families for a Chronic, Critical or Terminal Illness.
College Savings Plan
The Children's Lifetime Portfolio is a unique concept providing your child financial benefits not available with traditional 529 college savings plans.
The CLP program has no effect on Scholarship and Grant applications.
Our Commitment
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today and let us educate you on how this program can secure your child's financial future and keep them protected throughout their lifetime.