Legacy Planning
Preserving
Your Values
At Rising Arrows Insurance Services, we believe legacy planning is about more than transferring wealth—it’s about preserving your values, protecting your loved ones, and creating a foundation that lasts for generations.
Without a clear plan, uncertainty can erode the impact of your life’s work and leave your family vulnerable. Our goal is to help you build a legacy that reflects your vision, safeguards what matters most, and ensures peace of mind for the future.
The 3 Areas
for Perserving Wealth
Creating Intergenerational Values
What Would The Rockefellers Do?
Legacy isn’t just money—it’s mindset. This course helps you define family values, craft a family motto, and apply proven strategies used by the world’s wealthiest families to build lasting generational wealth.
Wills and Trusts
Secure What Matters Most
The decisions you make today shape the future of your family. This course guides you through essential estate planning strategies to protect your assets, preserve your values, and ensure everything you’ve built ends up in the right hands—without unnecessary stress, confusion, or court delays.
Whole Life for Children
Build Their Future from Day One
Give your child more than a head start—give them a lifelong financial foundation.
Learn how properly structured financial strategies can provide security, flexibility, and opportunity for generations to come.