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Third Generation Foundation Legacy

With gifts to fund a cash value life insurance policy, grandparents can put a plan in place that protects their grandkids while they’re little in case something happens to mom or dad, or a plan that creates a reserve fund to be a financial foundation as their grandkids enter adulthood.

Published: March 4, 2022
Tracking Code: 70002
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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