We partner with production organizations, companies, professional advisors and capital providers to bring protection planning into the work they already do.
Working with creators, talent and production companies on the financial protection needs that come with project-based work.
Key person, buy-sell and executive benefit strategies for companies and their leadership teams.
Collaboration with CPAs, attorneys and advisors who want a protection specialist working alongside their clients.
Protection and liquidity considerations for funds, lenders and capital providers backing people-dependent ventures.
Truth Legacy Strategies works alongside the IWP ecosystem to help creators and production organizations address the financial protection considerations that come with qualifying projects, from key person exposure to the long-term security of the talent involved.
IWP is an independent platform and project ecosystem. Insurance products are offered through Truth Legacy Strategies and licensed professionals, and are issued by insurance carriers subject to underwriting and state availability. Not every project will qualify, and coverage is not guaranteed. Disclosure language is placeholder and pending compliance review.
Our partnerships follow the same Truth Approach we use with every client.
Understand the client’s priorities, responsibilities, financial position and goals.
Identify potential risks, protection gaps and opportunities.
Develop strategies around the individual’s circumstances and objectives.
Present appropriate solutions and coordinate applications or financial implementation.
Revisit strategies as finances, businesses, families and objectives change.