Legacy building sounds like something reserved for the ultra-rich. But what if I told you it’s something every family can — and should — do, no matter where you’re starting from?
Main Points:
- What Legacy Really Means: It’s not just money — it’s knowledge, values, and a foundation for future generations.
- Estate Strategies for Everyday Families: Simple, affordable steps like living trusts, beneficiary planning, and proper insurance.
- Why Waiting Costs You More: The earlier you start, the more options and leverage you have.
- How Tools Like IUL Support Legacy Goals: Tax-free death benefit, potential for cash accumulation, and protection from market volatility.
- Teaching the Next Generation: Share what you’re learning. Financial freedom multiplies when it’s passed on.
Closing:
Legacy isn’t about having a million dollars — it’s about making the most of what you have and ensuring it lasts. With the right knowledge and guidance, you can change your family’s financial story for generations.