On Demand Case Study:
Parties to the Contract
What you’ll learn:
- How policy ownership may change as the insured becomes an adult.
- How families can see a multi-generational roadmap early in the plan.
Valuable for:
- Families who want a clear, easy-to-follow structure.
- Families seeking clarity on control and responsibility.
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