You’ve got an MPI® Strategy… Now create a legacy!

Your MPI® Strategy is designed to create a tax-free supplemental income with a death benefit for your beneficiaries. A MPI Legacy Trust maximizes the benefits of your MPI® Strategy and enables you to do much more with your MPI® Strategy. Whether your goal is to obtain an MPI® Strategy on someone other than yourself, spouse or minor child, or perhaps it is creating wealth for posterity, a MPI Legacy Trust can help you accomplish your goals. A MPI Legacy Trust will own your Indexed Universal Life Insurance policy featuring the MPI® Strategy and enable you to designate who will control the policies in the event of your incapacity and death. Further, the MPI Legacy Trust will enable you to protect the MPI® Strategy for your beneficiaries and you will determine how your will receive their inheritance. There are four common types of MPI Legacy Trusts. The most common is the Basic Legacy Trust. However, for MPI® Strategy owners concerned about estate taxes or leaving a legacy for multiple generations, the other versions accomplish these goals. Explore the four types of MPI Legacy Trusts below, select one, and let’s get started!