Family & Legacy Planning
Family & Legacy Planning
Build a Stronger Future
Family & Legacy Planning
Family Solutions
Planning Today for the People Who Matter Most
Planning Today for the People Who Matter Most
Every family has different priorities, from protecting the people you love to preparing for education and building financial resources for the future. We help you understand your options and create strategies around your family’s needs, goals, and timeline.
Every family has different priorities, from protecting the people you love to preparing for education and building financial resources for the future. We help you understand your options and create strategies around your family’s needs, goals, and timeline.
Children’s Life Insurance
Children’s life insurance can provide early financial protection while helping families establish coverage designed to support a child’s future and long-term security.
Build lifelong protection early, with options that may also build cash value as your child grows.
Start Protection Early
Build Future Security
Lifelong Coverage
Build Cash Value
Start at a Young Age
Support Future Needs
Children’s Life Insurance
Children’s life insurance can provide early financial protection while helping families establish coverage designed to support a child’s future and long-term security.
Build lifelong protection early, with options that may also build cash value as your child grows.
Start Protection Early
Build Future Security
Lifelong Coverage
Build Cash Value
Start at a Young Age
Support Future Needs
Children’s Life Insurance
Children’s life insurance can provide early financial protection while helping families establish coverage designed to support a child’s future and long-term security.
Start Protection Early
Build Future Security
Lifelong Coverage
Build Cash Value
Start at a Young Age
Support Future Needs
3,100K+1,000K+
Average annual tuition & fees, public in-state / private nonprofit
College Planning Strategies
Education can be one of a family's largest future expenses. Explore strategies designed to help you prepare for college costs while balancing other important financial priorities.
We help you understand different approaches to building education funds and how they may fit within your family's broader financial plan.
Prepare for Education Costs
Build Future Resources
Balance Family Goals
3,100K+1,000K+
Average annual tuition & fees, public in-state / private nonprofit
College Planning Strategies
Education can be one of a family's largest future expenses. Explore strategies designed to help you prepare for college costs while balancing other important financial priorities.
We help you understand different approaches to building education funds and how they may fit within your family's broader financial plan.
Prepare for Education Costs
Build Future Resources
Balance Family Goals
3,100K+1,000K+
Average annual tuition & fees, public in-state / private nonprofit
College Planning Strategies
Education can be one of a family's largest future expenses. Explore strategies designed to help you prepare for college costs while balancing other important financial priorities.
Prepare for Education Costs
Build Future Resources
Balance Family Goals
Family Income Protection
Your family's lifestyle may depend on the income you bring home. A protection strategy can help provide financial support if an income provider dies or another covered event disrupts the household's finances.
We help you explore ways to protect essential expenses, financial commitments, and future family goals.
Replace Family Income
Cover Essential Expenses
Support Future Goals
Family Income Protection
Your family's lifestyle may depend on the income you bring home. A protection strategy can help provide financial support if an income provider dies or another covered event disrupts the household's finances.
We help you explore ways to protect essential expenses, financial commitments, and future family goals.
Replace Family Income
Cover Essential Expenses
Support Future Goals
Family Income Protection
Your family's lifestyle may depend on the income you bring home. A protection strategy can help provide financial support if an income provider dies or another covered event disrupts the household's finances.
Replace Family Income
Cover Essential Expenses
Support Future Goals
Will & Trust: Protect the Legacy You Build
Planning your legacy helps protect your family’s future. Explore wills and trusts as tools to organize your wishes, manage assets, and prepare for the transfer of wealth to loved ones.
Plan ahead to protect your assets, support loved ones, and preserve your family’s legacy.
Protect Family Assets
Plan Wealth Transfer
Preserve Your Legacy
Support Loved Ones
Organize Your Wishes
Prepare for the Future
Will & Trust: Protect the Legacy You Build
Planning your legacy helps protect your family’s future. Explore wills and trusts as tools to organize your wishes, manage assets, and prepare for the transfer of wealth to loved ones.
Plan ahead to protect your assets, support loved ones, and preserve your family’s legacy.
Protect Family Assets
Plan Wealth Transfer
Preserve Your Legacy
Support Loved Ones
Organize Your Wishes
Prepare for the Future
Will & Trust: Protect the Legacy You Build
Planning your legacy helps protect your family’s future. Explore wills and trusts as tools to organize your wishes, manage assets, and prepare for the transfer of wealth to loved ones.
Protect Family Assets
Plan Wealth Transfer
Preserve Your Legacy
Support Loved Ones
Organize Your Wishes
Prepare for the Future
Education
Family Planning Is About More Than Products
Family Planning Is About More Than Products
Building your family's financial future isn't about choosing one product. It's about understanding what you're preparing for, income protection, education, future expenses, and long-term security and deciding which strategies make sense for your family's priorities and resources.
Building your family's financial future isn't about choosing one product. It's about understanding what you're preparing for, income protection, education, future expenses, and long-term security and deciding which strategies make sense for your family's priorities and resources.
Plan for Life Milestones
Think ahead for education, growing family needs, and other important financial milestones.
Start Planning Early
Starting earlier can provide more time and flexibility when preparing for your child’s financial future.
Balance Today & Tomorrow
Consider current family responsibilities while preparing for education and other future financial needs.
Build Family Security
Explore strategies designed to support your children and strengthen your family’s long-term financial foundation.
Plan for Life Milestones
Think ahead for education, growing family needs, and other important financial milestones.
Start Planning Early
Starting earlier can provide more time and flexibility when preparing for your child’s financial future.
Balance Today & Tomorrow
Consider current family responsibilities while preparing for education and other future financial needs.
Build Family Security
Explore strategies designed to support your children and strengthen your family’s long-term financial foundation.
How Prosspo Helps
A Simple Process Built Around Your Family’s Future
A Simple Process Built Around Your Finances
THE COMPLETE PICTURE
THE COMPLETE PICTURE
THE COMPLETE PICTURE
Your Family Has More Than
One Financial Goal
Your Family Has More Than One Financial Goal
College is important, but it’s only one part of the picture. Family planning should consider today’s responsibilities alongside tomorrow’s goals.
Protect Income
Help keep your family financially stable if the income they depend on is interrupted.
Build Emergency Resources
Prepare for unexpected expenses without disrupting your family’s longer-term plans.
Prepare for College
Plan for future education costs while balancing your family’s other financial goals.
Plan for Retirement
Prepare for your own retirement while supporting your children’s future financial needs.
Build a Legacy
Plan ahead to support your family’s long-term security and future generations.
Family First
Family First
Family First
The Conversation Starts With
Your Family, Not a Product
The Conversation Starts With Your Family, Not a Product
Before exploring solutions, we look at your family’s priorities, income, responsibilities, existing resources, education goals, and long-term plans. Then we help you understand strategies that may fit your situation.
Understand Your Family
We learn about your family, responsibilities, financial situation, and future goals.
Identify Your Priorities
We identify the family needs and financial priorities that matter most to you.
Explore Your Options
We explore strategies that may support your family’s needs and long-term goals.
Review as Life Changes
As your family and priorities change, we help you review your strategy along the way.
FAQs
Family Planning, Answered
Family Planning, Answered
How much should I save for my child’s education?
How much should I save for my child’s education?
The amount depends on your education goals, timeline, expected costs, current savings, and other family priorities. Starting early can provide more time and flexibility to prepare.
Should I use a 529 plan or consider other college funding strategies?
A 529 plan is one option for education planning, but other strategies may also be worth considering. The right approach depends on your goals, timeline, financial situation, and need for flexibility.