Kidzillionaire® · Family Legacy Strategy

Build a Legacy
That Grows With Them.

A life insurance–based strategy designed to help your family create tax-advantaged financial momentum, build cash value over time, and pass opportunity to the next generation.

START YOUR LEGACY PLAN
See important disclosures
PHOTO PLACEHOLDER
child and parent, golden light

MORE THAN LIFE INSURANCE

Kidzillionaire® uses a permanent life insurance policy on a parent or grandparent, funded over time, to pursue two goals at once: lifelong protection for your family, and the potential for tax-advantaged cash value your family may be able to use later — for education, a first home, a business, or whatever comes next.

It may be a fit for parents and grandparents who want to combine long-term protection with a disciplined, tax-advantaged savings vehicle for their family — subject to underwriting and insurability.

Tax-Advantaged Growth
Cash value potential, subject to policy terms.
Protection for Life
Coverage designed to last for decades.
Living Benefits
Flexibility to help address life's changes.
A Legacy That Lives On
Designed to carry forward across generations.

HOW IT WORKS

1
Understand Your Goals
We start with a conversation about your family's future.
2
Review Your Options
We compare eligible carriers and policy structures.
3
Design the Strategy
Your policy is structured around your budget and goals.
4
Fund & Monitor
We review the plan together as life changes.
5
Use the Benefits
Access available benefits according to policy terms.

A JOURNEY ACROSS EVERY LIFE STAGE

An illustrative example — actual outcomes depend on policy terms and funding.

Early Childhood
Age 0–6
Education
Age 6–18
First Opportunity
Age 18–25
Career & Family
Age 25–45
Retirement
Age 45–65
Legacy Transfer
Age 65+

SEE AN ILLUSTRATIVE EXAMPLE

Adjust the sliders to see a hypothetical example. This is not a quote.

Child's Age 5
Monthly Contribution $150/mo
Planning Duration 18 years
Primary Goal
Total Contributions
$32,400
Illustrative Value*
$43,740
*Hypothetical example only

Examples are hypothetical and are not guarantees of policy performance, tax treatment, or future results. Actual values depend on policy terms, fees, underwriting, funding, and carrier performance. Consult a qualified tax or legal professional.

FREQUENTLY ASKED QUESTIONS

READY TO START YOUR FAMILY'S LEGACY?

No obligation. Just a clear conversation about your options.

SCHEDULE A FREE CONSULTATION