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everyone my name's Ford and I'm the president and founder of active wealth management and we offer a product called the liquidity plan the beneficial acquittee plan I've got brandy seats who's our senior vice president of financial planning with witness today ready say hello hi everyone thanks for joining us today on the webinar yeah so we felt with everything that's going on with coronavirus we felt like it would be important to share what a beneficial quiddity plan is how you can benefit your family members and how you can not be a burden to your family in the future hopefully in a very far distant future when you pass away so many don't want to be a burden for their kids when they pass away and we want to see what we can or can't do to help you accomplish that goal all right so we're gonna go into the next part of this so George Lopez actually assists the family of Prince when he died because they didn't have access to all of his accounts even his checking account and they were waiting for a death certificate and they couldn't pay for his funeral joke George Lopez wanted to support the family of his late friend Prince in its time of need and morning Lopez gave princes siblings a $20,000 gift to help with living in travel expenses while they figured out the singer's estate and then Frank Wheaton an attorney for Prince's family told ET that the fifty year five year old Lopez helped us out tremendously and we're extremely grateful then this happens to be an this happens to every single day in America instead of it being printed George Lopez it could be you and your family go ahead brandy [Music] so what is your plan for your beneficiaries to manage your final expenses you know a lot of folks just don't have an answer to that right and then your crime not all of us have a friend like George Lopez to help take care of us that's right so you got your current plan you may have life insurance with a term life or universal life or a whole life or final expense bank money with checking and savings and CD with transfer own death or accounts or payment on death accounts annuities we'd like fix the next annuity or a variable annuity or an indexed annuity we would call those a fixed indexed annuity those are our favorite kind of annuities out there and then in investments with stocks bonds mutual funds manage money etc then also a power of attorney here's the problem with all of us all those plans require a death certificate and right now in the state of Georgia the average number of days to get a death certificate is 21 days instead of Georgia and with the coronavirus happening with the potential of more elderly passing away that could get longer and we don't want the burdens on our families right we also want to make sure we're hoping and praying that everybody is Thanks out there during this really difficult time hopefully it won't be nearly as bad as everybody says and hope they won't be as tough on our elderly as well we want you to be around I mean I want my kids grandparents they've got three grandparents still alive I want them to be around for my 13 year old twin daughters I don't want them to have to live their lives without their grandparents in their lives you know way into the future a simple solution is a beneficiary liquidity plan you can use money that you already have no need to come up with additional funds you can the funds can grow tax-deferred and pass tax-free to your beneficiaries and the death benefit is paid out within 24 to 48 hours without a death certificate you know health qualifications you all you have to do under a hundred years old be younger than a hundred years old issues at age 99 and younger and the maximum allowable is a hundred thousand per person generally it's between five thousand and twenty five thousand what people put money away for and a simple four-page application and policies are issued daily this is a way for you to get going right now on a beneficial acquittee plan to give the death benefit payout within 24 to 48 hours without a death certificate any event you were to pass away I mean it's the only product that I know only financial product out there that gives money to your beneficiaries to your children within 24 to 48 hours without a death certificate having to be produced and all so many I'm not almost all of us are going to be buried before 21 days whenever we pass away hopefully in the far distant future thoughts on this product branding from here yeah so this beneficiary liquidity plan allows you to plan for your loved ones to not have to handle the additional financial burden you know they've already you lost someone that they love and care about and that's hard enough on its own so the beneficiary liquidity plan allowing your family members to access these funds within 24 to 48 hours can really make that painful process just go a little bit more smoothly I mean you also have the financial advisors the one giving you the cheque then we'd happen to be the one to give you your heirs the cheque within 24 to 48 hours and we're able to do this without without a death certificate because we just get a letter from the funeral director or whoever's cremating your remains or bearing bearing you so here's the beneficial quiddity plans summary you're leaving money to your beneficiaries we're not giving them any more any less than you were going to give anyway we're simply providing them access to your predetermined amount within 24 to 48 hours of your passing this relieves the burden by allowing them to access money they are eventually going to receive anyways eliminating the death certificate requirement gives them access to 30 to 60 days faster it's amazing it's truly the final piece to your financial plan if brainy tell them how I can get in touch with us I guess it here's a it's our Brandy's Internet's probably cut now sorry I'll go ahead I'm gonna tell them how they can get in touch with us so you can visit our website at Acton well calm and click the sudden appointment button ok right corner or give us a call at seven seven zero six eight five one seven seven seven we meet in person or we can meet be a zoom video calls and don't wait or can't even contact us today to help protect yourself from the coronavirus panic we're happy to help you with this beneficial acquittee plan to make sure that you're not a burden on your kids a lot of folks because the coronavirus are a little concerned about their own mortality right now we're here to help in any way we can help you protect your assets for sure but also make sure that we can fund in case keeping were to happen we want to have this beneficial acquittee plan in place for you and your family it is important we're here just for you and your family it's your choices a lot of folks are using bank CD money to fund these beneficial quiddity plans or they're using penalty-free withdrawals from their fixed indexed annuities or they're using distributions from any of their investment accounts to fund this you can also do it from an IRA or a 401k but you please understand that you're going to pay ordinary income taxes on that amount and this money actually is protected but with a an irrevocable trust within a life insurance policy and you have no additional you know additional legal fees or anything like that so we think that's a really good idea so give us our office a call at seven seven zero six eight five or you can go in the upper right corner of our website active Welkom and click this set an appointment button and you will immediately get booked straight into our calendar and you'll meet with either brandy or me directly we have offices in Atlanta the perimeter also in Kennesaw and also in in Cartersville but we do these calls be a zoom if you don't even have to come in you don't have to be around anyone for it essentially get the coronavirus we can keep you safe and just do this because in call just give our office a call and we're forwarding our calls you know 24/7 365 so we can take your your calls and help you out so if you get this at 3 o'clock in the morning and give our office a call and at least a message will be taken we'll call you back so again anything else you want to share brandy no I think we covered it on a very high level if anybody has any questions like Ford said please reach out to us either give us a call text message about check out our website and we would love to help you guys finalized this last piece of maybe your legacy planning and we appreciate your time on the webinar today absolutely thanks guys it was a quick one and we look forward to talking to you feel free to give us a call thank you