“How to Leave a Legacy—Even If You’re Just Getting Started”
💡 Purpose:
1. What Is a Legacy—Really?
It’s not just money. It’s preparation, vision, and protection.
Proverbs 13:22 (ESV): “A good man leaves an inheritance to his children’s children.”
Why planning early matters—especially for Black, Latino, and underserved families.
2. Why Start When They’re Young?
Locked-in premiums for life
Guaranteed coverage—even if health changes later
Cash value builds over time: an emergency fund or opportunity fund for their future
3. The LegacyStarter Formula
Policy as low as $19-$34 / month
Builds cash value AND leaves protection
Ownership can transfer at age 18, 21, or later
Optional riders: education, accident, or waiver of premium
4. It’s About Building Habits, Not Just Wealth
Teaching kids about money and planning
Leading by example
Creating generational conversations about finance and future
5. Ready to Start Their Legacy?
CTA:
Schedule your free “LegacyStarter Session” with one our CFA’s
Book your 15 minute consultation today!