Solutions We Offer

We offer two planning options designed to help families protect loved ones and plan with confidence. Immediate Legacy offers flexibility, allowing changes if circumstances evolve, while ensuring final expenses are addressed. Medicaid Legacy is structured for those planning for long-term care and Medicaid eligibility, offering a way to set aside funds appropriately while following Medicaid guidelines. Both options focus on reducing uncertainty and creating a clear path forward.

Immediate Legacy

For families who want to ensure final expenses are handled and remaining funds can reach beneficiaries without waiting on probate

Funeral expenses covered in advance
Remaining funds paid directly to beneficiaries
Designed to reduce delays and uncertainty
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Medicaid Legacy

For families facing nursing home care who need to qualify for Medicaid while spending down assets correctly

Supports Medicaid qualification strategies
Uses an irrevocable funeral trust structure
Preserve remaining funds for loved ones when possible
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For agent use only. Product underwritten by National Guardian Life Insurance Company (NGL), Madison, Wis. National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America a.k.a. The Guardian or Guardian Life. 5544 01/26.