Elder Life Legacy Services & Products

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Safeguard your Legacy

It’s Accessible

“No waiting period.”

It’s Convenient

“No receipts required.”

It’s Tax Advantaged

“No taxes.”

A permanent chronic or terminal illness can be financially and personally devastating. It’s important to pre-plan when you’re in control. That’s why it’s so important to protect your legacy now with the right estate plan.


Elder Life Group Legacy Protection

Elder Life Group can help you protect your financial outcomes from many of life’s biggest challenges, including dying premature or living longer and developing a chronic condition.

If properly structured and held outside of your estate, the proceeds from your policy can be exempt from Medicaid, and federal taxes. The benefits help make life simpler.

If you become permanently chronically ill, you can take monthly payments totaling up to 100% of your insurance policy’s death benefit to use for your long-term care expenses with no waiting period. Funds can be used for any skilled nursing home, or home health care provider. No one knows what health care will cost in the future. That’s why it is so important to protect your legacy now with the right estate plan from Elder Life Group.

Elder Life Group and its team of Elder Life Advisors work with a team of Elder Law attorney’s around the country and we provide a free analysis based on an interpretation of common law, trust law, asset protection and Medicaid laws. We analyze the risk of you losing your assets to a lawsuit, nursing home or other unforeseen liability. To learn more contact us today.

“It’s usually not a good idea to prepay your funeral directly with a funeral home, because funeral homes can and have gone out of business. Besides, what happens if you die out of state?”
Dean Waters, LUTCF Elder Life Advisor

Have Questions About Us, Our Products, or Our Services. Get in Touch Today.