Estate & Legacy Planning:
Protect, Build & Pass On Your Wealth
Your wealth is more than numbers — it’s the story of your life’s work. At White Legacy Planning, we design estate and legacy planning strategies that reduce taxes, protect assets, and ensure your wealth is passed on with care. One of the most powerful tools we use is Leveraged Life Insurance — a time-tested way to grow wealth and create lasting legacy protection.
Why Estate & Legacy Planning Matters
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Without a clear plan, families may lose up to 40% of their estate to taxes and legal costs.
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The right structure can protect your family’s inheritance and align it with your values.
Turn Life Insurance Into a Wealth-Building & Legacy Protection Tool
Build Cash Value
Grow wealth safely inside a high-cash-value policy.
Tax-Free Access
Tap into your money without taxes or market risk.
Guaranteed Legacy
Leave your family a tax-free death benefit, no matter what.
💡 It’s not just life insurance — it’s a wealth-building tool the wealthy have trusted for generations.
Advantages of Leveraged Life
Protect Your Capital. Grow It at the Same Time.
Leveraged Life uses the bank’s money to fund your policy while keeping your own capital free for business or investments. This creates liquidity, tax-free growth, and lifelong protection.
Benefits in Action
Turn Today’s Dollars Into Millions in the Future.
Strategic bank funding means your personal contribution is a fraction of the policy’s total value. Over time, it can generate millions in tax-free retirement income — while guaranteeing a death benefit for your family.
Flexibility That Fits You
Plans can be tailored for:
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Accelerated wealth growth
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Estate & legacy protection
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Charitable giving
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Business succession
Join the Wealth-Building Elite.
“By leveraging the bank’s money instead of my own, I’m projected to receive over $8M in tax-free retirement income — and still leave a $10M legacy to my family.”
— High-Net-Worth Client
Curious What Leveraging Could Do for You?
Get a free, no-obligation look at how your current assets could work harder — and smarter — with this strategy.
