On Demand Case Study:
The History of Generational Gifting
What you’ll learn:
- How long-term gifting concepts predate modern financial planning tools
- How generational gifting principles have been used historically by long-term focused families
Valuable for:
- Families seeking broader context around legacy and long-term thinking
- Individuals exploring the philosophy behind generational gifting
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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