A Better Way to Secure Your Christian Legacy

Christians, you’ve worked hard to build an investment portfolio. Maybe you’ve saved for decades, carefully growing assets that provide income for your retirement.

But here’s the question: how much of that wealth will actually reach your grandchildren and the ministries you care about?

Estate taxes, probate, and market volatility can eat away at your legacy. Even with millions invested, families and ministries often receive far less than you intended.

Thankfully, there’s a better way to multiply your blessings. One that creates certainty instead of speculation.

The Problem With Passing on Wealth

We like to think that the wealth we build will naturally pass to those we love. But in reality, your estate can face:

• Estate taxes that take a big bite before anyone else benefits

• Probate delays that tie up assets for months or even years

• Market volatility that may reduce the value of investments at exactly the wrong time

The result? Wealth you worked a lifetime to build is diminished just when your family and church need it most.

A Better Way: Guaranteed Universal Life

Instead of hoping the markets cooperate, you can redirect a small portion of your portfolio’s growth into a strategy designed to secure your legacy.

The tool: Guaranteed Universal Life (GUL).

Here’s what it does:
✔ Locks in a guaranteed death benefit for life
✔ Ensures tax-free transfer of wealth directly to your heirs or church
✔ Avoids probate and market swings
✔ Creates peace of mind that your impact will last

Example: Turning Income Into Legacy

Let’s say you’ve built a $2,000,000 investment portfolio earning 6% annually. That’s $120,000 of income each year.

By reallocating just $12,000/year (10% of your portfolio income) into a GUL policy, you could guarantee an additional $500,000+ of tax-free legacy.

• Your portfolio keeps working and growing.

• Your lifestyle remains unchanged.

• And yet, your impact multiplies for generations.

This isn’t speculation. It’s stewardship.

Why This Matters for Christians

Legacy isn’t just about leaving money behind. It’s about multiplying blessings for your family and your faith.

Scripture says:

“A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous.” - Proverbs 13:22

A Guaranteed Universal Life policy helps you fulfill that calling. It ensures what you’ve built continues to provide, protect, and expand God’s Kingdom.

Final Thoughts

You’ve spent years building wealth. Now it’s time to make sure it reaches the right hands.

By taking just a fraction of your portfolio income, you can create a guaranteed, tax-free legacy that bypasses taxes, avoids market risk, and ensures your blessings multiply long after you’re gone.

Want to see how much legacy you could lock in for your family and faith? I invite you to schedule a call with me click here and let’s design a plan that ensures your blessings outlive you.