Lock in their insurability and create a Roth like account that can be used for any purpose – Tax Free funds. This illustration shows how $100 per month might perform for a one year old you love.

We ran this one showing supplemental retirement income. Give your children, grandchildren, nieces or nephews a personal pension and/or a death benefit for their family should the unexpected happen.

Sample one year old illustration

A gift that will last a lifetime – you will always be lovingly remembered. Ask for an illustration now. We can show college education funding, first home purchase assistance or supplemental retirement income. One strategy or any combination of these.