TA Financial Strategy

Beneficiary Liquidity Planning

The loss of a loved one is not only one of the most difficult and emotional times anyone can face, but it can also become a costly financial hardship as well. While it may a difficult topic to think about, taking proactive measures to preplan can help remove unneeded stress for those you care about most.

Following your death, traditional assets, such as bank accounts or life insurance, will require a death certificate for your heirs to collect funds. In order to receive a death certificate, the funeral home must first be paid. This can leave your loved ones with the burden of covering immediate expenses out of pocket, including:

FUNERAL PLANNING AND COSTS

TRAVEL COSTS

LOSS OF WAGES FOR TIME OFF

With Beneficiary Liquidity Planning, we are able to set aside anywhere from $5,000 to $100,000 to provide your heirs with tax-free access to funds when they need it most—within 24-48 hours after your death. There is no death certificate required, just a one-page claim signed by the funeral director.

Easy application for you
Easy claim process for your heirs
No legal fees

No waiting
Fixed growth account with no market risk

We Don't Make Empty Promises

“Caring and honesty are the 2 most important qualities when I make a decision to partner with any business, and Jeremiah and Jessica Nolen exemplify that completely! I would recommend TA Financial Strategy to anyone who is looking for financial planning help. They are the absolute best!”

- Jeff S

“Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him!”

- Terry B

“TA Financial Strategy develop a financial plan specifically for your individual needs. They take the time to answer all your questions and explain each phase of your plan. They treat you like family not just a client.”

- Bruce C