On Demand Case Study:
Who’s Really in Control?
What you’ll learn:
- How ownership structure can affect control and access in different gifting strategies.
- Key differences between age-based gifting and owner-controlled strategies.
Valuable for:
- Parents and grandparents concerned about how and when gifts are accessed.
- Families comparing traditional custodial accounts to long-term planning alternatives.
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