Funeral Trust insurance allows families to set aside money for funeral expenses permanently. The money is exempt from Medicaid in most states, with no five-year lookback. The Funeral Trust is also portable to funeral homes in all 50 states!
Funds are paid directly to the funeral home, and these death benefits are income tax exempt. Any excess funds are paid to the insureds’ estate. In addition, Funeral Trust funds cannot be garnished by creditors.
MVP’s Funeral Trust insurance program has a generous issue age, from 0-99, with no health questions.
We offer superior service, access to a competitive portfolio of annuity products from top companies, and provide our advisors assistance with case design and product analysis to best meet their client’s specific needs.