Featuring NGL’s Asset Protection Solutions
Great Lakes Partnership is committed to the continued improvement of the preplanning process for families, funeral homes and planning professionals. With our background beginning in funeral service, we understand the difficulties that families face when experiencing a significant loss. This stress is often compounded when the deceased provides no specific wishes, or no financial plan for their death expenses. If a death occurs and there is no plan in place, the confusion and grief is often more difficult for the family.
GPL is on a mission to transform the estate planning and funeral service professions by offering products and services that focus on protecting assets and wealth through preplanning. We believe that taking exemplary care of our customers is the keystone to our own success, and the success of our partners.
Providing the Best Plan
When a death occurs, families often face unfamiliar financial obstacles when making funeral arrangements. In the past, funeral homes could afford to be flexible with families in regard to payment for services. This is not the case today. Most funeral homes ask for payment at the time of arrangements or by the day of the service.
In many cases, a death certificate is required to access insurance funds or bank accounts to pay for funeral care. The result is that funds often cannot be made accessible in the short time frame required for making funeral arrangements.
Benefits of NGL’s Estate Planning Trust
The NGL Estate Planning Trust was developed to solve the common issues that arise when planning for end of life expenses.
The benefits for clients and families are simple and clear:
Funeral expenses are released to the funeral establishment of choice within 48 hours.
Clients can protect up to $100,000
Any remaining funds are disbursed to any named beneficiaries within the same 48-hour time frame.
Trust is free to clients - no fees are charged.
Safe from creditors and exempt from probate.
Exempt from Medicaid guidelines following a 60-month look-back.
Easy to incorporate into developing or existing estate plans.
Anyone can qualify.
Benefits of NGL’s Funeral Expense Trust (not available in MI or IN)
The NGL Funeral Trust was developed to solve the common issues that arise when planning for end of life expenses and Medicaid qualification.
Funeral expenses are released to the funeral establishment of choice within 48 hours.
Clients can protect up to $15,000
Immediate exempt asset for Medicaid Qualification (check your state’s specific requirements/limits)
Any remaining funds are disbursed to any named beneficiaries within the same 48-hour time frame.
Trust is free to clients - no fees are charged.
Easy to incorporate into developing or existing estate plans.
Anyone can qualify.
How you can help families
With support from GLP, you can easily offer your clients a trusted and efficient financial solution for funeral services and other death-related expenses. Together, NGL and Great Lakes Partnership are the most respected brands in pre-funding solutions in the death care and final expense profession.
NGL’s Asset Protection collection of products are smart and efficient solutions that safely transfers funds to any funeral home of choice within 48 hours of a claim being filed. These trusts will also distribute any remaining funds to beneficiaries, heirs, or a chosen charity within the same 48-hour timeframe.
We make it easy for you to include NGL’s Asset Protection collection of products in your portfolio with our simple training and high-quality marketing services.
The Benefits of NGL Asset Guard Estate Planning Trust for Planning Professionals:
With the NGL’s Asset Protection products, we provide you with an easy way to expand your estate planning business by offering the best products and services in the profession.
Your Business within a Business: The Benefits of NGL AssetGuard Estate Planning Trust
Simple features and benefits.
Easy to incorporate into any presentation style.
Little to no overhead required to integrate into your portfolio.
Substantial opportunity for revenue.
Eligibility for “Producer Circle”.
Connecting the Dots
Our team has over 75 years of combined death care planning expertise and have managed millions of dollars in prefunded funerals since our inception. We look forward to lending our expertise to help you grow your opportunities in the preplanning space.
Contact us today to find out how you can offer the NGL Asset Protection portfolio of products to your clients.