Author: GGC Editorial Team
Parties to the Contract
Policy Ownership and Transfers in a Generational Gifting Plan
Beneficiary Arrangement
Life Insurance Beneficiaries Explained for Generational Gifting Plans
Utilizing a Trust
Understanding How Trusts May Be Used in a Generational Gifting Plan
Mutual vs. Stock Insurers
Structural Differences That Matter In Long Term Planning
Financial Strength & Ratings
Interpreting Insurer Ratings for Long-Term Planning