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LEGATO WEALTH MANAGEMENT
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    • 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 For Life - Part 1
Watch this introductory 15-minute video 

.

(Note: ​to expand to full screen, click on the four-arrow symbol beside VIMEO) 
Legato For Life - Part 2
Complete this Pre-Appointment Review 

Protect your family and enhance your wealth.
Choose From All Three Types Of Life Insurance:
​Legato1 (Term)
Legato2 (Universal Life)
Legato3 (Participating Whole Life or PAR)


Safe Process
Online meetings and e-forms. 
Picture
Click on this image to begin your review.
Without needing a medical visit*, you could qualify for:
Up to $ 1 million of Life Insurance (ages 50-59)
Up to $ 3 million of Life Insurance (ages 40-49)
Up to $ 250,000 of Critical Illness Insurance

* Assuming non-smoker, healthy person
** Higher coverage limits are available.

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