On Demand Case Study:
Types of Funding Sources
What you’ll learn:
- How age and account type can influence funding decisions
- Why funding source classification matters when paying insurance premiums
Valuable for:
- Families reviewing how retirement assets fit into broader planning conversations
- Families seeking foundational education on insurance funding sources
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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