You Built the Business. Now Build the Legacy.

Download The Business Owner’s Blueprint and learn how to protect your income, grow tax-free wealth, and pass on your business without passing on a burden.


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What’s Inside the Blueprint

Inside, You’ll Discover:

Real-World 
​Case Studies

See proven strategies in action through real-world examples of business owners who successfully secured their wealth and legacy.

Reflection Prompts for Business Clarity

Powerful questions to help you uncover blind spots, align priorities, and make confident decisions about your business’s future.

Complementary Legacy Strategy Session

Claim your free, no-obligation consultation to design a customized plan that protects your assets and ensures your legacy thrives.

Proven Strategies for Business Owners 
​Who Want More Than Just Profit
​Access the Complimentary
​Business Owner's Legacy Planning Checklist 
​here

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You’ve worked hard to build something that lasts. But building wealth and protecting it are two different games. This eBook shows you how to leverage Indexed Universal Life (IUL) insurance as a powerful, flexible financial tool for:

Retirement Income You Control

Design a retirement plan that provides steady, predictable income while keeping you in full control of your assets.

Maintain Momentum through Liquidity

Unlock the value of your business without sacrificing control, ensuring you have the liquidity to fuel growth and seize new opportunities.

Business Continuity

Protect your company’s future with a seamless succession plan that ensures stability, even in unforeseen circumstances.

Employee Retention

Keep your best talent motivated and loyal through innovative incentive programs—no dilution of ownership required.

Tax-free Legacy Planning

Pass on more of your wealth to loved ones with strategic, tax-efficient solutions that minimize IRS burdens.

Access to Cash

Unlock flexible financing solutions that provide liquidity on your terms, without traditional bank restrictions.

Who Is This eBook For?

  • Business owners preparing for retirement
  • Founders who want to secure their legacy
  • Entrepreneurs looking for tax-free wealth strategies
  • CEOs seeking income protection and liquidity
  • Leaders who want to retain key employees
  • Families building multigenerational wealth
    • Download the Free eBook Now

    About The Author

    JM Eberhardt, the Managing Advisor for King Legacy Group, is a financial strategist, entrepreneur, and advocate for financial literacy. With a career spanning multiple industries, including music, technology, and finance, JM combines his entrepreneurial insight with a deep understanding of wealth-building strategies. Through his work at King Legacy Group, he helps clients secure their financial futures with innovative tools like Indexed Universal Life (IUL) policies.

    Whether designing financial solutions or inspiring others to create lasting legacies, JM’s mission is rooted in empowering families, individuals, and businesses to thrive.

    King Legacy Group 2025

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