INTRODUCTION

Heritage planning has emerged as a paramount facet of personal financial management, driven by the unsettling reality that a majority of families exhaust their wealth within three generations. Despite the complexity inherent in heritage planning, we maintain that every individual possesses the capacity to pursue a legacy of prosperity akin to that established by affluent lineages. This entails minimising avoidable costs associated with estates and safeguarding the emotional narrative of their family history, thereby establishing a solid foundation upon which financial prosperity can flourish for generations to come.

Creating generational wealth using life insurance involves a strategy where life insurance policies are used not only for protection but also as a financial tool to transfer wealth across generations.



HOW IT WORKS

HOW DOES IT PAY OUT?

When you pass away, the policy pays the full sum assured value into your newly created trust which is managed by MyProtector (Executors / trustees).

FUNDS ARE USED FOR:

The funds are used to pay the costs associated with the transfer of your assets into the trust and to fund your next generational family heritage goals. Some of the funds are used to purchase life cover on the lives of your children and grandchildren with the beneficiary being the family trust. The funds are also used to create, secure and preserve your family's heritage on the MyProtector heritage archive. There are many more uses and rules for consideration which will be discussed with our attorneys when establishing the document rules.

We are unwaveringly devoted to the financial well-being of our members, and our dedicated team is poised to provide expert guidance on your financial journey, empowering you to plan your life with unwavering confidence and wisdom. Our mission is to position ourselves as a premier membership organisation committed to safeguarding your distinct family legacy, founded on bespoke financial and legal principles.



Ways to apply


Here's how to obtain this product

	Simply get a quote from this web page
	or,
	Do this on your LegalTech Platform under the 'My Services' section
	Follow the onboarding instructions and receive your policy document
	Then, choose from a variety of value added products and services only available to subscribing members
	Note: Your quote will be done by our financial insurer partners. We do not provide financial advise, however our attorneys will provide you with education and support when you need guidance.