Our History

Our History


Over 350 years ago…

1674

We help you implement The Family Banking Strategy through an Optimal Wealth Account, a uniquely designed, permanent life insurance policy that uses market indices to rapidly grow your wealth while protecting you from market downturns.

1687

We help you implement The Family Banking Strategy through an Optimal Wealth Account, a uniquely designed, permanent life insurance policy that uses market indices to rapidly grow your wealth while protecting you from market downturns.

1702

We help you implement The Family Banking Strategy through an Optimal Wealth Account, a uniquely designed, permanent life insurance policy that uses market indices to rapidly grow your wealth while protecting you from market downturns.

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