Legacy SPL
Legacy SPL (single premium life insurance) features:
- Single premium payment ($5,000 minimum premium)
- Immediate increase in value of estate by locking in an income tax-free death benefit
- Living benefits give you access to your money should you need it for expenses related to a chronic illness or face a terminal illness*
- Tax-deferred growth
- Minimum interest rate of 3% guaranteed on cash accumulation value
- Return of Premium feature
- Waives surrender charges on unloaned account values for selected life events such as disability, death of a spouse, or unemployment.**
Who needs Legacy SPL?
Legacy SPL may be right for you if you have a sum of money that you want to pass on. This includes persons who want to share their financial legacy with:
- Heirs (children, grandchildren, relatives, friends)
- Charities
- Non-profit organizations
- Foundations
Take a Closer Look
View Plan Highlights for New York
View Plan Highlights for Washington
Contact an agent for a personal consultation at no
cost or obligation.
* Not available in CT and NY.
** Not available in SC. In NY, eligible life events do not include death of a spouse or unemployment.
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