One of America’s Premier

Funeral and Estate Trust

Marketing Companies

Funeral Expense Trust

A Great Pre-Planning Strategy that pays Final Expenses and Protects Assets from Creditors and Medicaid Spend Down The TrustGuard Gold℠ Funeral Expense Trust offers unique protection by combining whole life insurance and an irrevocable funeral
expense trust to help your clients set funds aside for their final expenses and protect their money. Because the ownership of their life insurance policy is irrevocably transferred into a trust, it becomes an asset of the trust rather than an asset in their name.

funeral estate planning

Funeral Expense Trust

A Great Pre-Planning Strategy that pays Final Expenses and Protects Assets from Creditors and Medicaid Spend Down.

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planning advisors of america

Agent Resource Center

A One Stop Location to Access the Training Library, Sales Tools, Marketing Materials, Webinar Library and more.

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Estate planning Trust

Estate Planning Trust

A Great Advance Planning Strategy that Protects Assets from Creditors and Leaves a Legacy to be Remembered By.

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Funeral Expense Trust Overview
Estate Planning Trust Overview
Why Planning Advisors of America

 

We specialize in Funeral & Estate Trusts that’s all we do! We are a direct marketing partner and national distributor of the Funeral and Estate Trust products. In addition, we helped develop marketing tools for the Trust product’s with the insurance company so we know the product, how it works and how it can benefit you and your clients.

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