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Gifts of Retirement Assets
(Is this gift for you?)

A gift from your Retirement Account is for you if...

  • You hold a 401(k), IRA, or other retirement plan.
  • You prefer to make a gift to us through your estate plan.
  • You want to balance your giving between providing for your family and for us.
  • You want to ensure the most efficient distribution of the assets in your estate.

For more information

Email us, complete the personal illustration form, or call us toll free at 1.877.468.5775 so that we can assist you through every step of the process.