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Legacy
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Orange Element Institute

Unlocking Your Future, Securing Your Legacy

At Legacy Planning Institute, we understand that life is a journey filled with uncertainties. As you embark on this voyage, it's essential to navigate the waters with purpose and foresight. Our mission at LPi is to guide you through the intricate landscape of Legacy Planning, ensuring that your story is written on your terms.

Orange Element

Everything starts with your will.

At the heart of Legacy Planning Institute lies the cornerstone of legacy building—the will. A will is not merely a legal document; it is your narrative, a testament to the life you've lived, and a blueprint for the impact you wish to leave behind. Our dedicated team at LPi is committed to helping you shape your legacy, ensuring that your wishes are respected and your values endure.

Are you worried about living too long?

Not having enough money saved for a long, full life.

Nearly 75% of South Africans die without a valid or up-to-date will, which leaves devastating consequences and stress for the family.

Capital Legacy

In the tapestry of life, the threads of longevity are woven with a delicate balance. At LPi, we understand the concerns that may arise as you contemplate the prospect of living a long and fulfilling life. Our experts are here to guide you through the intricacies of longevity planning, ensuring that each chapter of your life is met with financial security and peace of mind.

Retirement Planning

Long-Term Care

Financial Wellness

Are you worried about dying too soon?

Not having provisions in place for dependents.

The shortness of time brings with it the urgency to safeguard the ones you love. At LPi, we recognize the significance of preparing for life's uncertainties. Our legacy protection services are designed to provide a comprehensive shield, ensuring that your loved ones are cared for and your impact transcends time.

Life Cover

Guardianship

Legacy Protection

Are you worried about losing income?

Due to illness, injury, or disability.

Temporary injury and illness is by far the most likely risk for a client to experience, yet, far less income protection is sold wire over lump sum disability cover (33% less!).

True South Gap Study / ASISA

7/10 clients will have a injury or illness that prevents them from earning their income, before the age of 65.

Bidvest Life claims report

In the ever-changing landscape of finances, the concern for income stability is natural. At LPi, we address this apprehension head-on, offering solutions that fortify your financial foundation. Our income security services are designed to weather the storms, ensuring that your legacy remains resilient.

Income Disability

Lumpsum Disability

Dread Disease

Drop us a message and we’ll be in touch!