Go Beyond the Basics

Building a thoughtful financial future for your children, grandchildren, and generations beyond requires more than surface-level understanding because meaningful planning begins with deeper knowledge and clarity.
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Explore the Key Elements of a Generational Gifting Plan.

A well-designed generational gifting approach isn’t defined solely by how much is given, but by how it is thoughtfully structured. With a focused investment of time, the Knowledge Library helps you better understand the platform’s framework and the planning considerations that shape longterm strategies.
  • d7efec483feeaf42b9ad2e9e1ba4a6a83b8daede
    Funding Approaches
  • 3c2b0f3beed841f39bb6c77b3ad4db6354435ca3
    Financial Structure
  • 89e1db55b709556e593b155e4aaade291fff94de
    Planning Framework
  • efef66fc0f3e5de8ef7d3eeb8c1bd450bc0cfe50
    Control & Oversight
  • 7d4959777b1efe358e22146de18bbcca04d77f6e
    Vision & Intent
  • c59b69778b5d79be958fffc7d3b609d08baa659a
    Implementation

Enter the Knowledge Library

Welcome to our Advanced
Knowledge Library

Key Audience:

Legacy Builders: forward-thinking families planning
across generations

Forward-thinking families focused on understanding long-term generational planning concepts, exploring how present-day decisions may influence opportunities, continuity, and stewardship for future generations.

To Trust or Not to Trust 01:56
To Trust or Not to Trust

Understanding the Role of Trusts in Generational Gifting Plans
The Importance of Documenting Your Generational Gifting Plan 02:17
The Importance of Documenting Your Generational Gifting Plan

Why Documenting Your Generational Gifting Plan Matters
You Don’t Need to Be Rich to Start a Generational Gifting Plan 02:05
You Don’t Need to Be Rich to Start a Generational Gifting Plan

Starting a Generational Gifting Plan Without Significant Wealth

Key Audience:

Opportunity Seekers: entrepreneurial families focused on growth and generational impact

Entrepreneurial families exploring
educational perspectives on generational gifting concepts, business ownership considerations, and long-term planning frameworks that connect enterprise success with multi-generational continuity.

Freedom in Flexibility 02:23
Freedom in Flexibility

Planning for Income Changes in a Generational Gifting Plan
When Long Term Meets Short Term 02:04
When Long Term Meets Short Term

Balancing Long-Term Gifting and Short-Term Needs
Overfunding to Build Early Cash Value 01:20
Overfunding to Build Early Cash Value

How Policy Funding Choices Influence Cash Value

Key Audience:

Young Families: learning core concepts for long-term financial understanding

Families interested in introductory
educational content covering financial fundamentals, generational planning ideas, and considerations that may help
support informed thinking over time.

The College Funding Method 01:58
The College Funding Method

Coordinating College Planning With Long-Term Family Goals
How to Create a Gifting Plan Budget 02:03
How to Create a Gifting Plan Budget

Building a Sustainable Budget for Generational Gifting
Who’s Really in Control? 02:19
Who’s Really in Control?

How Families Think About Financial Control in Long-Term Gifting

Key Audience:

Wealth Creators:
families building multigenerational financial awareness

Individuals and families exploring
educational frameworks related to building, organizing, and understanding wealth with a long-term, generational perspective and an emphasis on stewardship and
continuity.

An Alternative Way to Fund a Generational Gifting Plan 02:24
An Alternative Way to Fund a Generational Gifting Plan

Using Retirement Assets in a Long-Term Gifting Framework
Funding a Generational Gifting Plan Using Retirement Dollars 01:48
Funding a Generational Gifting Plan Using Retirement Dollars

Using Retirement Assets in a Long-Term Gifting Framework
Incorporating Additional Gifting Vehicles 02:05
Incorporating Additional Gifting Vehicles

Exploring a Multi-Vehicle Approach to Generational Gifting

Key Audience:

Successors: families
navigating inherited wealth
and generational transitions

Families seeking educational insights into generational wealth transitions, inherited asset considerations, and long-term
planning concepts that may influence stewardship and continuity across future generations.

Understanding Gifting Vehicles and Long-Term Family Wealth 02:05
Understanding Gifting Vehicles and Long-Term Family Wealth

Why Gifting Vehicle Selection Matters More Than Many Families Expect
A Different Way Families Think About Gifting 02:01
A Different Way Families Think About Gifting

From Inheritance to Legacy: Planning with Future Generations in Mind
Turning an Inheritance into a Living Legacy 02:39
Turning an Inheritance into a Living Legacy

From Inheritance to Legacy: Planning With Future Generations in Mind

Key Audience:

Money IQ Families:
integrating financial education with generational gifting concepts

Families focused on educational approaches that combine generational gifting concepts with financial literacy discussions, supporting thoughtful conversations about money, responsibility, and long-term family values.

Teaching Financial Literacy with a Generational Gifting Plan 02:28
Teaching Financial Literacy with a Generational Gifting Plan

Turning a Gifting Plan Into a Lifelong Financial Education Tool
Understanding Policy Loans to Teach Responsible Borrowing 02:39
Understanding Policy Loans to Teach Responsible Borrowing

Teaching Responsible Borrowing Through Real-Life Learning Experiences
Strategic Milestones in a Generational Gifting Plan 01:22
Strategic Milestones in a Generational Gifting Plan

How Strategic Milestones Help Teach Financial Responsibility Over Time

Designing Whole Life as a Gifting Vehicle

Insurer Selection
Mutual vs. Stock Insurers

Mutual vs. Stock Insurers

Structural Differences That Matter In Long Term Planning

Financial Strength & Ratings

Financial Strength & Ratings

Interpreting Insurer Ratings for Long-Term Planning

History of Mutuality

History of Mutuality

Understanding Mutual Insurers Through History and Economic Cycles

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