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Financial representative expanding their business by meeting with a mother and daughter about legacy planning needs.
Financial representative expanding their business by meeting with a mother and daughter about legacy planning needs.

Legacy planning protects their family and loved ones

Supporting customers to build, preserve and enhance a legacy is critical. We’re here to help, with resources for estate planning, wealth transfer, charitable giving and more.
Financial representative speaking with client about his legacy planning needs.
Why talk about legacy planning now?
Providing customers with a solid plan for after death is the best way to protect their finances, people and even relationships. When they clearly state their wishes, they can focus on enjoying retirement and relieve their loved ones of difficult decisions later.
Estate planning
Remind customers: Estate planning isn’t just for the wealthy. It’s a critical part of any financial plan. By walking them through this process, you’ll help them protect their families and rest easier knowing they’ve got all their bases covered.
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Client meeting to discuss estate planning.
Mother and daughter representing how Protective can help provide efficient wealth transfer strategies.
Wealth transfer planning
Using tax-advantaged strategies, you can help protect everything customers have worked so hard for. Together, we’ll provide ways to transfer their assets efficiently.
Review strategies
Charitable giving
One of the greatest legacies anyone can leave is to improve their community. Whether through support for the arts or funding for those in need, charitable giving has a key role in legacy planning. We’ll work with you to help customers transfer funds efficiently for maximum benefit.
Find out how
Volunteers building a house representing how Protective can help provide charitable giving strategies.

Other related topics

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Customer conversations that are essential to your business
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Couple laughing with their kids while knowing their family is protected by life insurance.
Why life insurance protects what matters to customers
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Man and woman reviewing details about their retirement plan."
Developing a holistic retirement plan
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We’re here for you

We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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