On Demand Case Study:
An Alternative Way to Fund a Generational Gifting Plan
What you’ll learn:
- How a single-payment structure may simplify long-term funding
- How annuity payment streams may be used in long-term planning
Valuable for:
- Families seeking simplified funding approaches
- Parents and grandparents planning ahead
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.
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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner