Recommendations
AI-powered trust & insurance matches for your clients.
Recommending for:
Trust
Dynasty Trust Premium
Low Risk
Match score94%
"Recommended because the client has dependents, property assets, and succession planning goals."
Multi-generational wealth transfer
Estate tax shielding
Creditor protection
Eligibility: Net worth > $1M, has dependents
Trust
Revocable Living Trust
Low Risk
Match score88%
"Strong fit for clients with real estate and family security goals."
Avoid probate
Privacy of assets
Flexible amendments
Eligibility: Any income bracket with real estate
Trust
Charitable Remainder Trust
Medium Risk
Match score76%
"Best for clients with tax planning and wealth distribution priorities."
Tax deductions
Philanthropic legacy
Income stream
Eligibility: Income > $250K, philanthropic intent
Trust
Asset Protection Trust
Medium Risk
Match score82%
"Aligned with asset protection goals and business ownership profile."
Shields assets from litigation
Offshore options
Spendthrift clauses
Eligibility: Business owners, professionals
Insurance
Whole Life Insurance Plus
Low Risk
Match score71%
"Complements trust structure for family security goals."
Lifetime coverage
Cash value growth
Tax-deferred
Eligibility: Age 25–65, good health
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