How will you successfully transfer your wealth to the next generation? The strategies for doing so can be highly complex—so it’s crucial to find a financial partner with the experience to manage the intricacies of wealth transfer. That is why people with substantial assets turn to SEFCU. To speak with our financial professionals about our highly personalized wealth transfer strategies, call us at 518-786-9905 or 888-250-6689 (outside the 518 area code), or e-mail agent@sefcuinsuranceagency.com. You’ve worked hard to accumulate your assets—we’re here to help you preserve them for those you care about.