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

PFSA

A fraternal organization for you

  • Facebook
  • Twitter
  • Instagram
  • Email
  • Events
    • Our Events
    • Community Involvement
    • Youth Activities
    • Calendar of Events
    • Official Visits
  • News and Publications
    • Newsletters
    • Magazines
    • Festas List
    • Mailing List
    • Annual Corporate Meetings
  • Products
    • Sales Services
      • Find an Agent
      • Financial Calculators
        • Life Insurance Needs
        • College Planning
        • Retirement
        • Survivor Needs
    • Life Insurance
      • Whole Life
      • Term
      • Wealth Transfer
    • Retirement Savings
      • Annuities
      • IRAs
      • SEP IRAs
    • Educational Savings
  • Services
    • Forms
    • Claims
  • Library
    • Catalog
    • Historical Research
    • Learn Portuguese Online
  • Scholarship
    • Scholarship Program
    • Education Grant Program
    • Giving
    • Foundation FAQs
    • Testimonials
  • Membership
    • Become a Member
    • Refer a Friend
    • Perkspot
  • About Us
    • Leadership
    • Council Directory
    • 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
  • Sitemap
  • F.A.Q.
  • Contact the PFSA

Products and Services

  • Term Life Insurance
  • Whole Life Insurance
  • Retirement Savings – IRAs and Annuities
  • Wealth Transfer
  • Education Savings Account

Community

  • Newsletters
  • Events
  • Event Registration

Contact the PFSA

1100 14th Street, Suite E

Modesto, CA 95354

Phone: (209) 702-6364