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On Demand Case Study:

Funding a Generational Gifting Plan Using Retirement Dollars

Duration: 01:48
What you’ll learn:
  • How retirement distributions may be used within a gifting framework
  • How planning can extend benefits across multiple generations
Valuable for:
  • Retirees exploring long-term family legacy ideas
  • Individuals with surplus retirement savings
Written by the GGC Editorial Team | Reviewed & Published: December 29, 2025
Funding a Generational Gifting Plan Using Retirement Dollars

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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Concept Journey Starts Here

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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner

What are your biggest goals for Exploring a Generational Gifting Strategy?

*Describe Your Gifting Goals

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