My firm, kANU Asset Management | WealthRx Advisor Network (kanuasset.com), is proud to be working closely with the LegacyTree Foundation. In collaboration with John Frazier and the exceptional team at LegacyTree, we’ve been able to deliver powerful, values-driven solutions for our clients—especially those who are charitably inclined, seeking to support causes they deeply care about while also benefiting from partial or full tax deductionsand a “guaranteed time-certain” income stream. These strategies are not only instrumental in retirement income planning, but also in broader lifestyle, estate, and legacy planning. The result: clients can make a meaningful impact in the world while strengthening their own financial security. I’m deeply grateful for this partnership—and the tangible difference LegacyTree Foundation continues to make for our clients, our firm, and the broader global community. Earlier this year, LegacyTree also served as a co-sponsor for the 30th Anniversary Medical Mission to Nigeria led by the Association of Nigerian Physicians in the Americas (ANPA.org)—a testament to their commitment to real-world impact and lasting change. If you’re curious about how this difference-making organization might align with your clients, practice, or personal goals, I would be more than happy to share more about my experience. Thank you again to LegacyTree Foundation for your unwavering generosity, mission, and global reach.

I have been working with the leadership and LegacyTree Foundation for 20 years. Jim, Nanette, and the Case Design Specialists at LTF have been exceptional with their assistance, knowledge and expertise is case development and design. Homeland Estate and Financial Services has always considered the tax consequences of our client’s portfolio. LTF’s products assist in the completion and addition to our plans. We have solved many issues with their help. Many of our clients have raved at the results and have done repeat business. LegacyTree Foundation programs assist the growth and revenue of my business by at least 30%. I would highly recommend LegacyTree Foundation.

We started working with LegacyTree 20 years ago and they have helped us understand and implement simple and beneficial charitable planning for our client’s portfolio. LTF’s friendly support staff and experienced case design specialists respond quickly to our needs for illustrations and planning consults to help our client’s see the big picture. Their knowledge helps us to clearly explain the benefits of LegacyPlans to our clients. Our clients are very pleased with the outcomes of their LegacyPlans and they are a vital part of the planning options we provide to our client base. I would highly recommend any advisor to take the time to learn more about how LegacyTree Foundation can help others and grow your business.