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LEGATO WEALTH MANAGEMENT
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    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
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    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income
Legato Plans
​Legato1
Life insurance protection for 10/20 Years
Monthly or annual premiums
Fitness program
Convertible to Legato 2 or 3

Tax-Free Death Benefit
Tax-Free Dividends (CDA)

​ Term Life
​
Suitability
Young Families & Single Parents
 
Shareholders

 Legato2
​Permanent Life insurance
​Single or annual premium deposits
Mutual Fund Investment


​​
Tax-Free Passive Income
Tax-Free Death Benefit
Tax-Free Dividends (CDA)
​Universal Life
​
Suitability
 Busy Professionals

​Legato3 aka Legato Fund
Life insurance protection for a lifetime
​Whole Life PAR life insurance
Premium deposits over 7-10 Years
5-6%+ annual dividend yield
"Fully paid up" after 8-10 years


Tax-Free Passive Income
Tax-Free Death Benefit
Tax-Free Dividends (CDA)
​
Suitability
Successful Families
Shareholders
Insured Retirement Plan
Corporate Tax Reduction
"Never Spend Monies"
Fixed Income Strategy
Estate Freeze Strategies

Steps To Legato1
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Prepare for a Review with Legato

Copyright 2025 - Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Pre-Application Review
      • Application Process
      • Meeting Checklists
      • Parking
    • Premium Deposits
  • Advice
    • Our Process
    • Protect & Prepare
    • Investing in Life Insurance
    • Pro Plan
    • Philanthropy >
      • My PAR Gift
      • What Is My PAR Gift
      • My PAR Gift - FAQ
    • Policy Search
    • Will Search
  • Articles
    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
    • Freeze, Fund, & Feature
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income