Understanding a Traditional
Gifting Structure
Adding Generational Gifting Concept
to your gifting strategy
The Experience starts with you the Giftor (Gen 1)
Here’s what you can expect when meeting with your GGC Practitioner
Purpose-Driven Conversations
At the heart of the Generational Gifting Concept experience are conversations that begin with purpose, not products. Unlike traditional financial meetings that often focus on charts, projections, or policy details, these discussions are designed to explore what matters most to you. They center on your family’s story, shared values, long-term intentions, and the opportunities you hope to create for children, grandchildren, and future generations. These conversations are educational and exploratory in nature, helping you better understand how thoughtful gifting strategies can align with your family’s goals and legacy vision. The result is a planning experience that feels personal, intentional, and grounded in meaning.
White-Glove Support & Coordinated Guidance
The Generational Gifting Concept experience is supported by GGC Practitioners who are licensed life insurance professionals and provide a highly organized, white-glove process. From the initial gifting workshop through each phase of plan coordination, families are supported with professionalism, care, and attention to detail. GGC Practitioners guide the insurance-related and educational aspects of the Generational Gifting Concept, helping explain life insurance-based gifting strategies and coordinate next steps within the scope of their licensure. When additional financial, legal, or tax expertise is needed, practitioners facilitate access to independently licensed professionals. Every interaction is designed to be informative, transparent, and aligned with your family’s long-term intentions.
A Clear, Manageable Process
The Generational Gifting Concept framework is designed to help simplify what is often perceived as a complex and overwhelming process. Rather than navigating unclear terminology or fragmented information, families experience a guided, step-by-step educational approach. Each stage is explained in clear, accessible language so you understand: What is being considered, Why it matters, How it supports your broader gifting and legacy objectives. This structured process is intended to help families feel more confident, informed, and engaged as they explore multigenerational gifting strategies.
Visibility & Transparency
Transparency is a core principle of the Generational Gifting Concept experience. From early planning discussions through implementation coordination, each step is documented and explained in a way that is easy to follow. Families are provided with clear visibility into: Key milestones, Timing considerations, The role of each professional involved. This approach is designed to help reduce confusion and improve understanding turning what can feel like an uncertain process into a more organized and comprehensible experience.
Access to the GGC Super Network
Through the Generational Gifting Concept platform, families gain access to the GGC Super Network, a curated group of independent professionals across multiple disciplines. This network may include licensed insurance professionals, financial professionals, attorneys, and tax advisors, each operating independently under their own credentials and regulatory standards. GGC Practitioners help coordinate
introductions and collaboration, allowing families to engage appropriate expertise at the appropriate time.
The Super Network is designed to help reduce guesswork and improve coordination, while preserving each professional’s independence and regulatory responsibilities.
Ongoing Guidance
The Generational Gifting Concept experience is designed to support families beyond initial implementation. GGC Practitioners remain available to provide ongoing educational
support, process updates, and coordination as family needs, laws, or objectives evolve over time. Some professionals within the GGC ecosystem may hold additional licenses or credentials and may offer regulated services separately, under distinct agreements. Any such services are provided independently and only within the scope permitted by applicable laws and licenses.This ongoing framework is intended to help families remain informed, adaptable, and aligned as their multigenerational plans progress.
Exclusive Access & Insights
Through the Generational Gifting Concept platform, families gain access to curated educational content focused on multigenerational gifting, legacy planning principles, and long-term family alignment. This content is designed to clarify complex concepts, highlight common planning considerations, and support more informed conversations with qualified professionals. Educational materials do not replace individualized advice but are intended to help families better understand their options and ask more informed questions as they explore gifting strategies.
Choose Your Path Forward
The Generational Gifting Concept Experience empowers you to blaze
your own path forward
Learn & Explore
Every meaningful legacy begins with understanding.
Design & Personalize
Take the next steps & move from insight to a thoughtfully structured plan.
Implement & Evolve
Put your gifting plan into action with guidance and support.
Begin your Journey by exploring the Generational Gifting Concept’s educational content and curated insights.
Explore
Learn & Explore
Imagine a future shaped by thoughtful planning and intentional choices, where curiosity and education help guide what’s possible for your family over time. Exploring the principles of generational gifting introduces you to structured ways families think about long-term support, opportunity, and continuity across generations. As you engage with curated educational content across the GGC platform, each concept you explore adds clarity and perspective. Learning is the first step in shaping informed conversations and decisions, helping you better understand how legacy-focused gifting strategies may support your family’s goals.
Your journey can begin the moment you choose to start exploring.
On this path we recommend exploring the Knowledge Library & Article Library.
Design & Personalise
If you’ve explored the possibilities and have a clearer sense of the legacy you want to build, this path allows you to take the next step. Meeting with a Generational Gifting Concept Practitioner gives you the opportunity to discuss your intentions, ask questions, and begin shaping a gifting approach aligned with your family’s priorities.
This path is designed for those ready to move beyond learning and into structured planning, where clarity, education, and coordination come together to support informed decision-making.
On this path we recommend submitting your request to meet with a GGC Practitioner.
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner
Implement & Evolve
This path focuses on implementation and ongoing coordination. After planning and design, your Generational Gifting Concept plan moves into action with the support of your GGC Practitioner and, when appropriate, access to the broader GGC Super Network.
As your family’s needs, circumstances, or goals change over time, this path is designed to support thoughtful updates and continued alignment. You’re supported throughout the process with education, coordination, and guidance, helping your plan remain relevant as life evolves. This milestone reflects progress, intention, and continued engagement in a long-term legacy journey.
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner
The Experience Continues for Generations 2, 3 & Beyond
A lasting gifting structure designed to support each
generation through meaningful life milestones.
An Experience that Allows Gen 2 to Inherit More Than a Gifting Plan
They inherit a foundation built on thoughtful planning and long-term intention. As the first generation to experience the impact of Gen 1’s vision, they gain access to resources and opportunities intended to support major life moments.
From education and career development to homeownership or entrepreneurship, these milestones reflect the care and foresight behind the original plan. The experience encourages responsibility, independence, and continuity, helping set the stage for future generations.
An Experience that Allows Gen 3 to Blaze their Own Path Forward
For Gen 3 your future grandchildren and great-grandchildren, the Generational Gifting Concept experience is about possibility and perspective. Rather than being limited to a single moment in time, the plan is designed to provide a long-term foundation that can support thoughtful choices and evolving goals.
As the ultimate beneficiaries of the original vision, they may benefit from opportunities made possible through earlier planning. Over time, each generation gains a deeper appreciation for the foresight that helped establish a lasting family legacy.
And with each success, there’s the quiet acknowledgment that you Gen 1, decades earlier, had the vision and foresight to set this legacy in motion.
Now is your moment to turn intention into impact & begin setting your legacy in motion.
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner
The Multi Generational Experience
Generation
Generation
Every multi-generational experience begins with Gen 1 the Giftor. It begins with your intention to strengthen your family’s financial future and open doors of opportunity for those who follow. This stage is where your legacy framework takes shape. The Generational Gifting Concept team will work closely with you to capture your long-term vision and craft a gifting design that embodies your purpose and vision.
Generation
Generation
For Gen 2 the Gifted, this experience lasts a lifetime. As the insured and future owner of the whole life policy used as the core gifting vehicle, Gen 2 gains the ability to access and benefit from the policy’s growing cash value throughout key life milestones: a wedding, purchasing a home, funding education, or starting a business. Each of these moments becomes a living reminder of Gen 1’s foresight and generosity, a legacy that continues to inspire and be remembered for generations to come.
Generation
Generation
For Gen 3, the legacy continues. As the children of Gen 2, they too experience the lasting impact of Gen 1’s foresight. Through the policy’s growing cash values, Gen 2 can create new opportunities for their children, whether funding education, supporting milestones, or building a future of their own. It becomes Gen 2’s honor and responsibility to pass down the story of Gen 1’s vision, ensuring their legacy lives on. Eventually, Gen 3 will receive the policy’s death benefit, symbolizing the continuity of love, planning, and purpose across generations.
Generation
Generation
Generation 4 continues the ripple of impact started by Gen 1. The proceeds received by Gen 3 can be reinvested into the lives of Gen 4, supporting education, homeownership, or entrepreneurship just as the earlier generations once benefited. It is Gen 3’s honor & responsibility to pass down the story of Gen 1’s foresight and generosity. The lasting stability, opportunities, and experiences made possible by the one policy within the gifting plan exemplify the very essence of generational gifting and building a legacy.
Ready to begin your Generational Gifting Concept journey?
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner