About
Our Story
Helping Businesses Support Their Employees’ Financial Future
WILL PROGRAM was created with a simple mission: help business owners offer meaningful financial benefits to their employees without the cost and complexity of traditional retirement plans, while their team build a smart retirement plan they can't out live.
We saw that many companies wanted to support their teams but felt overwhelmed by the administrative burden, compliance requirements, and ongoing management that often come with traditional benefit programs.
Our approach focuses on education, simplicity, and modern strategies designed to create value for both employers and employees.
Today, we work with business owners across the country to implement retirement and protection programs that help attract talent, improve retention, and strengthen long-term company growth.
Our Mission
Helping Businesses Offer Smarter Retirement Benefits
Business owners want to offer meaningful benefits, but traditional retirement plans can be expensive, complex, and time-consuming to manage.
We help companies implement modern, tax-advantaged retirement strategies designed to support employees while reducing administrative burden and long-term costs.
No complex plan administration
No annual compliance testing
Lower long-term employer costs
Valuable employee retention tool
Tax-advantaged strategies
Financial education for employees
Meet The Team
Built On Trust. Driven By Expertise.
Testimonial
Trusted by Business Owners
See why companies are choosing modern employee benefit solutions to support their teams and strengthen their businesses.
We wanted to offer retirement benefits but didn’t want the cost and complexity of a traditional 401(k). This program gave us a simple way to support our employees while creating tax advantages for our business.
Our employees finally feel like they have a real retirement benefit. The education and support made the rollout easy for our entire team.
We wanted a benefit that would help us stand out when hiring, but we didn’t want the administrative burden of a traditional retirement plan. This solution was simple to implement and our employees really appreciate it.
The employee education made all the difference. Our team finally understands how to prepare for retirement, and we feel great knowing we’re offering a meaningful benefit.
See How Simple Employee Retirement Benefits Can Be
Schedule a free consultation and discover how simple it can be to implement a modern employee benefit program.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
Is this a replacement for a 401(k) ?
This is a supplemental or alternative retirement benefit strategy designed for businesses that want to offer meaningful benefits without the cost, complexity, and ongoing administration often associated with traditional plans.
Is this complicated to implement ?
Not at all. We handle the strategy, employee education, and implementation so the process is simple and stress-free for business owners.
How does this help with employee retention ?
Employees value benefits that help protect their families and prepare for retirement. Offering this type of program can improve loyalty, morale, and long-term retention.
Does the business have to contribute money ?
Not necessarily. Programs can be designed with flexible contribution options depending on the goals of the business and employees.
Are there potential tax advantages for the business ?
Yes. Many businesses may benefit from tax-advantaged strategies when offering these types of programs. We review options during the consultation.
What is the first step ?
Schedule a free consultation so we can learn about your business and determine if this type of program is a good fit.
Wealth Life Legacy Group
We help businesses offer modern retirement and protection benefits designed to support employees and strengthen long-term company growth.
Quick links
Contact Details
(689) 304-9626
(305) 216-3244
(407) 419-2165
283 Crane Roost Blvd. #111
Altamonte Springs Fl. 32701
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