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On Demand Case Study:

Strategic Milestones in a Generational Gifting Plan

Duration: 01:22
What you’ll learn:
  • Why milestone-based planning supports responsible growth instead of impulsive use
  • How milestones encourage accountability and ongoing family conversations
Valuable for:
  • Families who want gifting to support long-term learning, not just transfers
  • Parents and grandparents exploring ways to teach responsible money habits
Written by the GGC Editorial Team | Reviewed & Published: December 29, 2025
Strategic Milestones in a Generational Gifting Plan

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

What are your biggest goals for Exploring a Generational Gifting Strategy?

*Describe Your Gifting Goals

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