The Beneficiary Liquidity Plan
Fund Your Trust & Protect Your Loved Ones with the Beneficiary Liquidity Plan
The Final Step to Ensuring Your Estate Plan Works When It’s Needed Most
Don’t wait until it’s too late
secure your family’s future today!
The Solution: Trust Funding + The Beneficiary Liquidity Plan® (BLP)
The Beneficiary Liquidity Plan® (BLP) solves the problem of financial delays by providing your loved ones with access to funds within 24-48 hours of your passing—without waiting for a death certificate.
How the BLP Works:
- No Health Questions, No Medical Exams – Guaranteed issue whole life policy.
- No Ongoing Premiums – One-time allocation of existing funds, so there’s nothing to manage.
- Fast Access to Money – Claims processed within 24-48 hours if filed through a licensed funeral home.
- Peace of Mind – Your beneficiaries won’t have to worry about funeral costs, legal fees, mortgage payments, or other expenses.
With a BLP, you eliminate the risk of financial stress for your loved ones while ensuring your estate plan is fully functional.
Who Should Use the Beneficiary Liquidity Plan?
Those who want to spare their loved ones from the delays and stress of probate.
People who want their beneficiaries to have immediate access to money without unnecessary obstacles.
Anyone who owns property in multiple states and wants to avoid multi-state probate.
Speak with a Financial Professional about the Beneficiary Liquidity Plan
Schedule a Call with Amy Bloom at Wisepath Financial Group.
Amy will walk you through the process and help you:
- Set up a Beneficiary Liquidity Plan® for fast-access funds.
- Protect your family from unnecessary financial stress.
Don’t wait until it’s too late—secure your family’s future today!
Amy Bloom
Beneficiary Liquidity Plan, Wisepath Financial Group
Amy is a recognized expert in addressing the liquidity crises families face after a loved one’s passing. She has helped countless families ensure their beneficiaries are financially secure.
Your legacy deserves to be protected. Make sure your trust works the way you intended.