Hello all,

COVID-19 has certainly caused some distress among millions of Americans watching the market and worrying about their financial futures.

The Life Success & Legacy team wants to clearly reiterate our continued goal of safety for where our clients are headed with their IBC planning. The relationships with our clients will continue to be the most important part of the journey we are on together.

Nelson always emphasized how important it is to remember your dividend-paying whole life insurance policy is a private contract between you and the insurance company. That statement brought him great joy, and it should bring you great comfort. Your life insurance policy is unaffected by the changing financial markets and is guaranteed to grow no matter what is happening in these uncertain times.

We have received several emails from the life insurance companies that represent your policies. These communications have come from the CEO’s down to the underwriters. Life Success & Legacy is happy to report that the companies we represent are well prepared for this turmoil. This is an extra layer of comfort our team is happy to pass along, as we all continue to navigate our way through this pandemic.

If you have any questions or concerns, you’re always welcome to reach out, and we’ll be glad to chat. Be assured, we at Life Success & Legacy, as well as the insurance companies with whom we work, remain open and available to serve you! The only thing we can’t help with is locating toilet paper… 😉

All our best,

Life Success & Legacy Team