On Demand Case Study:
A Different Way Families Think About Gifting
What you’ll learn:
- How concepts like cost basis and paid-up additions affect flexibility over time
- How insurance mechanics may support long-term flexibility in gifting strategies
Valuable for:
- Parents or grandparents exploring long-term gifting strategies
- Individuals seeking an educational overview of insurance-based legacy planning
This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.
Ready to begin your Generational Gifting Concept journey?
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner