• Skip to primary navigation
  • Skip to main content
  • Skip to footer

PFSA

A fraternal organization for you

  • Facebook
  • Email
  • Products
    • Sales Services
      • Find an Agent
    • Life Insurance
      • Whole Life
      • Term Life
      • Universal Life
      • Wealth Transfer
    • Retirement Savings
      • Annuities – IRA
      • SEP IRAs
    • Educational Savings
  • Newsletters
  • Magazines
  • Publications
    • Festas List
    • Mailing List
    • Annual Corporate Meetings
  • Events
    • Calendar of Events
  • Programs
    • Programs
    • Youth Sponshorship
    • Community Involvement
  • Services
    • Forms
    • Claims
  • Scholarship
    • Scholarship Program
    • Education Grant Program
    • Giving
    • Foundation FAQs
  • Membership
    • Become a Member
    • Refer a Friend
    • Perkspot
  • About Us
    • Leadership
    • Council Directory
    • Library
      • Catalog
      • Historical Research
    • Bylaws and Financial
  • Contact Us
    • Meet the Staff
    • Careers

Wealth Transfer with PFSA

PFSA can help you effectively manage the transition of your wealth to the next generation

PFSA Wealth Transfer

This is a Single Premium Plan that automatically increases the size of your estate.

  • Guaranteed Cash Values
  • Guaranteed minimum interest rate of 3% per year
  • Policy is considered a Modified Endowment contract – 10% penalty tax if withdrawals are made before Age 59 1/2
  • Guaranteed Loan Provision
  • Options for Payment of Proceeds
  • Minimum Face Amount: $10,000
  • Maximum Face Amount: 1,000,000

Suitable for:

  • Final Expenses – Minimum $10,000 Face Amount makes this product a great option for a Final Expenses solution.
  • Money set aside  for your children sitting in a CD or Savings account – Clients that have a large sum available and want to maximize their estate.
  • Alternative to Annuity – Higher guaranteed rates, death benefit proceeds are income tax free to beneficiaries.
  • Donation to charity – Name your favorite Charity as a Beneficiary and leave them a gift that will never be forgotten.
  • Great Estate Planning product – distribute proceeds income tax free instead of transferring tax to beneficiaries.

Contact Us

Call, email or schedule an appointment

Request a Quote

Our representatives can help you with your financial planning

Form Downloads

Download Your Service Forms Here

Find Your Way

  • Home
  • F.A.Q.
  • Contact the PFSA

Products and Services

  • Term Life Insurance
  • Whole Life Insurance (OLD)
  • Retirement Savings – IRAs and Annuities
  • Wealth Transfer (old)
  • Education Savings Account

Community

  • Newsletters
  • Events
  • Event Registration

Contact the PFSA

1100 14th Street, Suite E

Modesto, CA 95354

Phone: (209) 702-6364