At Larkspur Wealth Management, we believe in the power of leaving a legacy that lasts. The Larkspur Legacy Life Initiative℠ offers innovative, tailored solutions to help you maximize the impact of your life insurance, ensuring that your financial contributions benefit your loved ones, educational institutions, and charitable organizations.
We provide meaningful strategies to help individuals and families create long-term financial legacies using life insurance. Whether you wish to support educational endowments, non-profits, or secure your family’s future, our personalized approach ensures your legacy reflects your values.
We work closely with our clients to craft a strategy that aligns with their goals, from affordable term life insurance to high-value whole life policies. Whether you're a philanthropist, a younger professional, or a non-profit supporter, we have a plan that fits your legacy vision.
Our exclusive Legacy Life Initiative enables alumni and donors to support colleges and universities through life insurance:
Endowment - Establish a lasting financial legacy.
Name an endowment as your policy’s beneficiary to support long-term goals like scholarships and academic programs.
Direct Beneficiary - Make an immediate impact.
Name a college or university as a beneficiary to fund urgent projects or specific needs.
Long-Term Legacy
Ensure your financial support endures for generations, whether through family estates, educational institutions, or charities.
Tax Advantages
Contributions made through life insurance policies may offer tax benefits, including deductible premiums, reduced estate taxes, and tax-free death benefits.
Flexibility and Control
You decide how your legacy is used—whether it's establishing an endowment or supporting specific causes.
Affordable Options
Term life insurance allows donors to leave a significant legacy at a lower cost, making legacy planning accessible to a broader audience.
Recognition and Honor
Many institutions provide special honors and recognition to life insurance donors, offering a way to leave a lasting mark on the causes you care about.
Expertise in Legacy Planning - With years of experience in wealth management and legacy planning, we offer a knowledgeable team to guide you through your options and craft a strategy that suits your unique needs.
Personalized Approach - Every client is different. We take the time to understand your financial goals, passions, and values to create a plan that truly reflects the legacy you want to leave.
Flexible Solutions - From affordable term life options to premium-financed universal life insurance, we provide a range of flexible solutions tailored to different financial situations and legacy goals.
Term Life Insurance - Affordable protection with a fixed benefit.
Ideal for younger clients looking to make impactful contributions through affordable premiums over a set period.
Whole Life Insurance - Permanent coverage with guaranteed cash value accumulation.
Perfect for those seeking to leave a substantial, long-term legacy for beneficiaries.
Indexed Universal Life (IUL) - Flexible premiums and cash value growth tied to stock indexes.
Great for clients who want both wealth growth and legacy-building potential.
Universal Life Insurance - Flexible coverage and premium financing for affluent individuals.
Tailored for high-net-worth clients who seek flexible financial legacy planning with no credit check or collateral.
Larkspur Wealth Management
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