On Demand Case Study:
How Generational Gifting Works Using Whole Life Insurance
What you’ll learn:
- The basic mechanics of a whole life insurance policy explained through a longterm hypothetical example.
- How gifting, ownership, and beneficiaries may change across generations in an illustrative scenario.
Valuable for:
- Families exploring educational examples of multigenerational planning strategies.
- Those who prefer learning through visual, story-based financial education examples.
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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