On Demand Case Study:
Making the Investment of Time in Advanced Content
What you’ll learn:
- Why deeper education plays an important role in long-term gifting conversations
- How advanced content helps clarify structure, tradeoffs, and long-term considerations
Valuable for:
- Individuals who want to build a stronger foundation before planning discussions
- Families seeking context around long-term gifting structures
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