A simple, three-step path to lasting legacy.
The Bright Path Legacy Fund isn't a complex Wall Street product reserved for the wealthy. It's a strategy built from accessible life insurance products combined with smart legal planning.
Choose your policy type
Indexed Universal Life for ongoing, flexible funding and compound growth — or Single Premium Whole Life for a one-deposit, fully-funded approach. Many families use both.
Establish your trust
Work with an estate planning attorney to create the trust that will receive and distribute your policy proceeds. The structure can be as simple or as detailed as your goals require.
Name the trust as your beneficiary
Your policy is now linked to your legacy plan, and the two work together seamlessly. The earlier you act, the more powerful the compound result.
Every year you wait is a year of compound growth your family won't receive.