The Gift That Keeps on Giving

Gifting Permanent Life Insurance to Children or Grandchildren

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Many clients want to support their children or grandchildren but aren’t sure how to make the greatest impact. A one-time financial gift oftentimes disappears quickly, leaving little long-term benefit. Gifting a permanent life insurance policy can change that.

This guide is designed to help advisors show their clients how gifting a permanent life insurance policy can help them:

  • Lock in lifelong coverage at a child’s current age and health
  • Build tax-deferred cash value that can be used for education, a first home, or retirement
  • Create a financial legacy that grows through every stage of life

Empower your clients to give a meaningful gift that provides lasting security and opportunity for the next generation.