Secure Your Legacy NOW!

What is a Secure Legacy Account?

Why a Secure Legacy Account?

Check the difference between Traditional Saving Account and a Secure Legacy Account!

Traditional Savings Plan

  • Access to your cash

  • Little to no growth

  • Beneficiary must pay taxes

  • No additional death benefits

  • No living benefits

Secure Legacy Account

  • Access to your cash

  • Guaranteed growth

  • Tax Free to Beneficiary

  • Multiply the account value immediately

  • Living benefits

Book an Appointment with a Retirement Account Advisor to get started

Our Trusted Partners

Secure Your Legacy NOW!

What is a Secure Legacy Account?

Why a Secure Legacy Account?

Check the difference between a
Traditional Savings Account and a Secure Legacy Account

Traditional Savings Account

Access to your cash

Little to no growth

Beneficiary must pay taxes

No additional death benefits

No living benefits

Secure Legacy Account

Access to your cash

Guaranteed growth

Tax Free to Beneficiary

Multiply the account value immediately

Living Benefits

Book an Appointment with a Retirement Account Advisor to Get Started!

Our Trusted Partners

Our Services

Contact Us

+1 (865)-325-3106

office@thebarragency.com

1301 Liliha Dr #102

Honolulu, HI 96817