Three Options for Your Investment
Willow Valley offers you three contract refund choices when it comes to your investment. With these options, you have more power to plan for the future that you envision for yourself and your family.
- Estate Preservation Plan* – 90% of your original investment is refunded to your estate.
- Traditional Plan – 33% of your original investment is refunded to your estate.
- Capital Preservation Plan – your investment secures your future at Willow Valley at a lower initial entrance fee, with 0% refunded to your estate.
*Certain age limitations apply with the Estate Preservation Plan. Imputed interest rules may apply.