Wealth Protection

Empowering families and businesses with tailored financial strategies for a secure future.

Indexed Universal Life

Flexible, tax-advantaged insurance solutions that adapt to your evolving financial needs.

A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
Personalized Guidance

Expert advice to help you build financial security and preserve your legacy effectively.

A light blue spiral-bound planner with the words 'Life Planner' embossed in gold sits on a wooden table. To the right is part of a white computer keyboard, and a leafy green plant is partially visible on the left.
A light blue spiral-bound planner with the words 'Life Planner' embossed in gold sits on a wooden table. To the right is part of a white computer keyboard, and a leafy green plant is partially visible on the left.

Frequently Asked Questions

What is indexed universal life insurance?

Indexed universal life insurance is a flexible, tax-advantaged strategy for wealth protection and growth under IRS tax code 7702.

How does it work?

It combines life insurance with investment options linked to a stock market index, allowing for potential growth while providing a death benefit.

Who can benefit from it?

Families and businesses seeking to build financial security, preserve their legacy, or explore long-term wealth strategies can benefit significantly.

Is it tax-advantaged?

Yes, it offers tax-deferred growth and tax-free withdrawals under certain conditions, making it a strategic financial tool.

How do I get started?

Contact us for a personalized consultation to explore your options and develop a tailored strategy for your needs.

What is your mission?

Our mission is to provide trusted advice and personalized solutions that grow with you while safeguarding what matters most.

Wealth Protection

Customized strategies for financial security and legacy preservation.

A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
Indexed Life

Tax-advantaged solutions for long-term wealth growth.

A web page from Razorpay displaying marketing content about financial services. The page includes a 3D illustration of a cube surrounded by floating labels with financial terms like 'Virtual Account' and 'Vendor Payouts'. The text encourages business growth through automated financial solutions. Navigation links for various services are visible at the top.
A web page from Razorpay displaying marketing content about financial services. The page includes a 3D illustration of a cube surrounded by floating labels with financial terms like 'Virtual Account' and 'Vendor Payouts'. The text encourages business growth through automated financial solutions. Navigation links for various services are visible at the top.
Future Planning

Guiding families in safeguarding what matters most.

A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A collection of gold items including stacked Canadian maple leaf coins and several half-ounce fine gold bars labeled 'Credit Suisse' in protective packaging laid on a flat surface.
A collection of gold items including stacked Canadian maple leaf coins and several half-ounce fine gold bars labeled 'Credit Suisse' in protective packaging laid on a flat surface.
Trusted Advice

Personalized solutions for your financial journey.

Wealth Strategies

Explore options to build and preserve your wealth.

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Solutions

Protecting wealth and planning for the future.

Contact

Support

vantageguard@llegacywealthsolutions.life

7705241370

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