Legacy Span Answers What to Do with Qualified Money

Legacy Span Answers What to Do with Qualified Money

Lafayette Life’s new opportunity Legacy Span helps your clients protect and pass their qualified assets efficiently without placing the burden of taxation on the beneficiaries. 

Clients who may be a good fit for Legacy Span:

• Have qualified assets to protect, grow, and ultimately leave as a legacy
• IRA, 401k, 403b, or other qualified accounts
• Have qualified annuities eligible for 1035 exchange
• Are healthy enough to qualify for life insurance
• May have non-spousal beneficiaries for qualified assets since the SECURE Act eliminated most “stretch” IRA provisions

Legacy Span uses the 10% free withdrawal of Lafayette Life’s Marquis® Centennial Deferred Fixed Indexed Annuity to fund Lafayette Life’s 10 Pay Whole Life policy with a simplified application process and seamless, automatic administration between the two contracts.