The Beneficiary Liquidity Plan® (BLP) enables individuals to ensure their loved ones have quick, easy access to the allocated funds needed to help cover expenses after death.
Bridge the Gap to the Next Generation
For Advisors
Empowering you to bridge the gap between your existing clients and their beneficiaries to help you build new relationships and retain business with the next generation.
For Individuals
Helping you give your loved ones some financial breathing room by guaranteeing they have quick, easy access to the allocated funds they need to cover your end-of-life expenses.
Why BLP
We offer an innovative solution to help individuals provide their loved ones with quick, easy access to funds following their death and enable advisors to build relationships with their clients’ beneficiaries and retain business with the next generation.