Solving the Hidden Risk in Your Estate Plans: How the Beneficiary Liquidity Plan Closes the Post-Death Funding Gap
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Solving the Hidden Risk in Your Estate Plans: How the Beneficiary Liquidity Plan Closes the Post-Death Funding Gap
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About this listen
The Beneficiary Liquidity Plan (BLP) fills a critical gap in estate planning by providing immediate funds to beneficiaries without requiring a death certificate, helping families avoid financial hardship during bereavement.
• Estate planning often overlooks the immediate liquidity gap where beneficiaries cannot access funds for weeks or months
• Nearly 80% of families finance final expenses out of pocket when a loved one dies
• The BLP provides funds within 24-48 hours without requiring a death certificate
• Anyone under 90 qualifies with no medical questions or exams
• Clients simply reallocate existing assets from non-liquid to liquid positions
• Current growth rate is 3.35% tax-deferred, equivalent to 4-4.5% taxable
• Benefits paid to beneficiaries are tax-free
• Minimum allocation is $2,500 and maximum is $100,000
• The BLP complements traditional estate planning and can prevent loss of assets
• Attorneys can generate additional revenue by reviewing BLP documents
• Implementation includes no cost to attorneys with all marketing materials provided
To add the Beneficiary Liquidity Plan to your practice, book a discovery call at imsrocks.com/apply-BLP.
Video version on YouTube
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