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Wealth Transfer

Wealth Transfer is a major goal of Estate Planning for seniors for preserving and passing their hard earned accumulated assets to their heirs.  That’s why many seniors use Life insurance trusts as an effective wealth transfer tool for protecting their Estate upon death.

For more information about Life insurance trusts, please consult with a professional Midwest Senior Select, Inc. representative at:

262 241-3662 or 1-800-251-3662

Please complete the following form, and submit your information. You will be contacted by one of our authorized licensed Life insurance representatives to answer any questions and give you comparison quotes with several Life insurance companies.

  • Quote Information

  • Applicant Information

  • Brief Health Survey