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On Demand Case Study:

Ownership Changes

Duration: 02:32
What you’ll learn:
  • How policy ownership transfers are generally treated for gift tax purposes
  • How annual and lifetime gift tax exclusions work together
Valuable for:
  • Families planning future ownership transitions of life insurance policies
  • Individuals seeking clarity on basic gift tax exclusion guidelines
Written by the GGC Editorial Team | Reviewed & Updated: December 23, 2025
Ownership Changes

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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