© Triton Strategies, LLC

“I honestly would have not known what to do when my husband died had it not been for our funeral trust. Legacy Safeguard took care of everything and saved me several thousand dollars I’m sure.”         

- Mary P., Phoenix

It is my job to ask the difficult questions as a responsible advisor to my clients.

 

In all my years of being a financial advisor, seldom have a found a strategy that is more important to my clients and their families than this. I would like to introduce you to a new concept that my clients have found extremely useful in their planning. In fact, virtually all of my clients and their referred friends have taken advantage of this very special planning tool. They also appreciate that I will talk about this difficult subject when other advisors won’t.

 

Two Important Components For Complete Planning

1. The Estate Planning and Funeral Trust

      • Guaranteed issue – up to the age of 99

      • Interest growth for inflation protection

      • Amounts of up to $50,000 available

      • Tax Free death benefits

      • Claims paid Next Business Day -                                                                           

       without a Death Certificate

      • Portable to any funeral home in the country

      • Protects funds from all creditors, nursing homes,

         probate, estate taxes, and Medicaid

      • No trust fees or ongoing fees

2. Legacy Safeguard Membership services

      This is a free membership that is included with your funeral / estate trust

 

End of Life Planning, Guidance & Assistance

Legacy Safeguard Advisor — At the time of need, our advisors are on call to guide your family through the entire funeral planning process to help them make the most informed decisions about funeral related issues.

Funeral Home Locator — Assists your family in locating several funeral homes and cemeteries in their area.

Funeral Price Negotiation — Our advisors can help your family create a dignified memorial service, and help them avoid overspending in the midst of grief by aggressively negotiating the price with the funeral home selected by your family

 

Support for Survivors

Bereavement Travel Assistance — Our advisors can inform your family about bereavement travel options and discounts available to them.

Grief Counseling Support — We can also recommend grief counseling programs to help your family through the loss of a loved one.

 

Legacy Planning Archive

The Legacy Planning Archive outlines the important information that will be needed to complete the Death Certificate and helps you record your final wishes to reduce stress and confusion among your family during a difficult time.

How will your family handle

 

Help take the emotional and financial the burden off your family

And pay for your funeral?

Funeral planning…

… is the most overlooked piece of the financial planning puzzle

 

· Ease the burden on your family

· Protect the funds allocated for final expenses

· Professionals help your family through the process during one of the most difficult times in their lives

Click for more important information on final expense trusts