Blog

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A family bank, cashflow banking, the Rockefeller method—whatever your  preferred term, the idea is the same: don’t just leave your kids and  grandkids money when you die.

Instead, by utilizing overfunded cash value life insurance policies  and following the overarching strategy the Rockfellers have used for  generations, you can create opportunity for your heirs now, while you’re  alive, and instill in them values that will keep that family bank  alive.