L.O.V.E. Based Multi-Generational Planning™ Firm specializing in Private Client Advanced Life Insurance Planning WLG Serves the Following Clientele: •Matriarchs and Patriarchs of Highly Successful Family Businesses •2nd or 3rd Generation Leaders of Highly Successful Family Businesses •Serial Entrepreneurs of Highly Successful Enterprises •Influential Industry Leaders (C-Suite Executives, Hedge Fund General Partners, Athletes, Entertainers, TV/Radio Personalities, Etc.) Many of WLG’s Clientele Utilize Life Insurance to Achieve the Following Objectives: •Provide Liquidity to Fund Estate Tax Liabilities •Accumulate assets via a Tax Efficient Time-Tested Asset Class •Magnify Philanthropic Donations •Estate Equalization Purposes The following list of core values reflects what is truly important to us as an organization. These “6” core values are the foundation of all we do at Wealth and Legacy Group. L.I.S.T.E.N. Life Long Learner – We continually strive to improve daily since our clients and strategic partners deserve this level of commitment Intentional – We continually strive to be laser beam focused for the betterment of our clients and strategic partners Stewardship – We continually strive to be careful and responsible in managing the relationships which have been entrusted to us Teamwork – We continually strive to increase communication and collaboration with our team, clients and their team of advisors Excellence – A spirit of excellence is the standard at our firm, anything less is unacceptable Non-Attachment – We continually strive to do the absolute best we can without being attached to the financial compensation we receive To learn more about our firm please visit www.WLGPrivateClient.com