On Demand Case Study:
Cash Value Taxation
Duration: 02:38
What you’ll learn:
- How whole life policy cash values and dividends are generally taxed over time
- When accessing policy values may or may not create taxable events
Valuable for:
- Individuals seeking a foundational understanding of whole life insurance tax treatment
- Parents and grandparents building foundational financial knowledge for future gifting plans
Written by the GGC Editorial Team | Reviewed &
Updated: December 23, 2025
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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