The Final Piece of Your Financial Plan™
Download our brochure to learn about complementing your funeral plan with a Beneficiary Liquidity Plan® to provide quick access to estate funds, instead of waiting months for claim payment from traditional life insurance policies.
Full access to funds in days, not months.
Even with careful planning, your family could still face financial hardship as they wait to access the funds you have set aside for them. Fortunately, there’s a way you can help ensure your family isn’t left to “figure it out” when they cannot access the funds you expected them to use.
With a Beneficiary Liquidity Plan®, you can allocate existing funds into a single premium whole life insurance policy. Those funds can help cover expenses your family is likely to incur in the months following your passing, including the cost of a funeral, celebration of your life, loved ones’ travel expenses, mortgage payments, medical bills, legal fees and many other costs associated with closing out your estate.
Homesteaders works directly with funeral homes across the country to complete the claims process, so they won’t need to wait for a copy of the Death Certificate. As a result, they are able to pay claims quickly. If your beneficiaries choose to file their claim through a licensed funeral provider, they could have access to policy funds within 24-48 hours. This features gives them liquidity while they work to settle your remaining estate.