Asset & Wealth Management Products

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Lincoln Financial Group - MoneyGuard Reserve

MoneyGuard is a Universal Life insurance policy funded with a single premium payment that offers:

  • Life insurance protection under a Universal Life insurance policy
  • Long-Term-Care converage to help reimburse future expenses
  • Asset Protection
  • Money Back Guarantee
  • Simplified Underwriting

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American General - Inheritance Life

Inheritance Life is a fixed single premium universal life insurance policy designed specifically as a wealth transfer vehicle.  Inheritance Life meets the needs of clients who have assets that they do not need as sources of income during their lifetimes and who wish to leave those assets to their heirs while minimizing estate taxes.

Genworth

Genworth Financial - Total Living Coverage (TLC)

Total Living Coverage (TLC) is a Universal Life policy with Long-Term-Care benefits.

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Protective Life - Protective Preserver

Protective Preserver is a single premium varible life insurance policy that combines the core benefit of life insurance protection for beneficiaries through an income tax free death benefit with long term investment potential

 

 

A&WM Marketing

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