How One of America’s Wealthiest Families Used Life Insurance to Create a Lasting Legacy

Grow wealth, stay financially flexible, and create a lasting legacy. The Rockefeller family leveraged cash-value life insurance as a private family bank—funding opportunities, accessing liquidity, and securing multigenerational wealth.

Download our one-pager to see how these principles can help you protect and grow your wealth for generations.

The insurance product or annuity is not a deposit or other obligation of, or guaranteed by, the institution or an affiliate of the institution; The insurance product or annuity is not insured by the FDIC or any other agency of the United States, the institution, or (if applicable) an affiliate of the institution; and In the case of an insurance product that involves investment risk, there is investment risk associated with the product, including the possible loss of value.