Funeral Trusts
AC Thompson Insurance & Financial Services is pleased to offer Funeral Trusts as part of an overall estate plan. In conjunction with National Guardian Life Insurance Company, AC Thompson’s funeral trust plans offer:
- Peace of mind for you and your family
- Guaranteed issue – Up to the age of 99
- Growth for inflation protection
- Income tax free death benefits
- Claims are paid next business day – Without a death certificate
- Portable to any funeral home in the country
- Helps protect funds from all creditors, nursing homes, probate and Medicaid
Benefits Paid directly to any funeral home.
Protected from Probate
Protected from Lawsuits & Creditors
Protected from Income Taxes
Protected from Medicaid Spend Down
Membership in Legacy Safeguard
Savings
No
No
No
No
No
No
Annuity
No
Yes
State Dependent
No
No
No
Traditional Life Insurance
No
Yes
State Dependent
Yes
No
No
NGL Fund Trusts
YES
YES
YES
YES
YES
YES