On Demand Case Study:
Mid-Life Adjustments
What you’ll learn:
- How whole life policies can be adjusted over time to stay aligned with gifting goals.
- Why disciplined access and ongoing review are essential to preserving longterm intent.
Valuable for:
- Parents or grandparents who want to understand how policies can adapt over time.
- Families seeking reassurance about how whole life functions beyond the early years.
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.
Ready to begin your Generational Gifting Concept journey?
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner