Estate/Legacy Planning - North American Company

Issued by North American Company for Life and Health Insurance^®

Estate Planning

Most clients will accumulate significant assets over their lifetimes. Estate planning and death benefit proceeds through life insurance can help provide the liquidity needed to pay off debt, replace income, supplement retirement income, create an equitable inheritance between heirs, and even provide protection for businesses.

Commonly used with

Custom Guarantee® UL

Protection Builder IUL®

Consumer Materials

Agent Materials

Older couple enjoying a meal with their grandchildren outdoors

Legacy Planning

Legacy building is a strategy that uses permanent life insurance to offer death benefit protection and efficiently pass on assets to beneficiaries. Typically, the strategy starts with funds the client already plans to pass along to family. These funds are used to purchase a life insurance policy, which may immediately increase the amount in the form of the death benefit.

Commonly used with

Custom Guarantee® UL

Protection Builder IUL®

Consumer Materials

Agent Materials

While the primary use of life insurance is death benefit protection, your clients may also have other needs that can be met through life insurance. The sales concepts and accompanying marketing materials below may help you broaden your sales potential. As independent contractors, it is up to you to choose which of these concepts may work for your particular sales strategy and clients, and which do not. Please note that North American does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations.

1670NL-10

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES

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