Charitable Giving

Bank on Yourself policies can be set up not just to benefit your heirs when you pass away, but also your favorite charity, church, or other group of your choosing. There are several ways to accomplish this through a Bank on Yourself policy and, as always, it will be designed to fit your own personal needs.

I was very impressed with Teresa’s knowledge of this concept and the handling of my account. I strongly recommend her without reservation.
Robert Peterson, Austin, TX