Trust & Will has partnered with Policygenius to make it easy for members to explore life insurance as a natural next step after completing their estate plan. Through this partnership, you can get a personalized quote and connect with a licensed insurance expert, all in one place.
Is life insurance required?
Life insurance is completely optional. Your estate plan is still fully complete without it, and if you do choose to explore life insurance, it will not affect your Trust & Will account in any way.
That said, life insurance and estate planning work hand in hand. Your estate plan outlines your wishes, while life insurance helps ensure your family has the financial resources to carry them out.
How does it work?
- Get a free estimate: Visit the life insurance calculator and answer a few quick questions about your coverage needs. You'll receive a personalized estimate in minutes.
- Connect with a licensed agent: A Policygenius agent will reach out to walk you through your options at your own pace.
- Apply if it's right for you: If you decide to move forward, your agent handles the paperwork, and a dedicated case manager guides you through underwriting and final approval.
- Get covered: Once approved, you will e-sign your policy and pay your first premium.
How much does it cost?
There's no cost to get a quote or speak with a licensed agent. If you move forward with a policy, your premium will be personalized based on factors like your age, health, coverage amount, and chosen insurer. Policygenius compares quotes from multiple top-rated insurers so you can find the right fit at a great price.
How do I get started?
Visit trustandwill.com/life-insurance to get a free, no-obligation quote.
Who do I contact for questions about my Policygenius quote or account?
For questions about quotes, coverage options, applications, agent communication, billing, or policy details, please get in touch with Policygenius directly. Trust & Will does not have access to Policygenius accounts or policy information.
If you need additional support, please reach out to our Member Support team and we'll help escalate on your behalf.