If you have significant assets that you wish to protect

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… over multiple generations, and would like to use a tax-efficient approach for transferring your wealth, there is a solution that has the potential to benefit your children, grandchildren, and future generations.

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An Intergenerational Split Dollar plan can help create a legacy for your heirs, while helping to reduce your gift and estate taxes. And the plan can be funded with life insurance.

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We’ve designed this guide to help you learn more about the Intergenerational Split Dollar plan — and to help you decide whether it might be a viable solution for you as you seek ways to protect your legacy for those you care the

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most about.

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Download the attached PDF for a detailed guide.

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The information contained in archived material was based on information that was current prior to the expiration date. This historical material should be used as a reference only and may not be indicative of current circumstances or facts.