On Demand Case Study:
Legacy Phase
What you’ll learn:
- How a whole life gifting strategy can fulfill the original giftor’s intent across generations.
- How policy benefits may transition from supporting one generation to benefiting the next.
Valuable for:
- Families seeking clarity around how long-term gifting strategies come full circle.
- Families focused on multi-generation gifting outcomes.
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.
Ready to begin your Generational Gifting Concept journey?
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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner