Getting Started,
One Step at a Time

Submit your request to meet with a GGC Practitioner to discuss who you’re planning for, what you hope to accomplish, and what matters most to your family.
You’ll learn more about the GGC approach, ask questions, and explore whether you’d like to continue.

Want a little help preparing?
Use our Gifting Workshop Planner to think through what you’d like to discuss. There are no right answers, no commitments, and no need to complete every section.

Your GGC Practitioner will help you explore how your goals, funding, ownership, insurance coverage, and longer-term intentions may connect.
This gives you a clearer picture of what the approach could look like for your family before deciding what comes next.

Review. Ask. Understand. Take a closer look at the important details, ask your questions, and make sure you understand what’s being considered.
Then decide what comes next.

Your Practitioner Will Guide the Way
If you choose to proceed, your GGC Practitioner, who is a licensed life insurance professional, will help you complete the application, explain the underwriting process, and help you understand the insurer’s decision when it is received.

The insurance company that would issue the policy, not GGC, reviews the application and makes the underwriting and coverage decision.
Important: You are applying for insurance with the insurance company that would issue the policy, not with Generational Gifting Concept®. Coverage is subject to the insurer’s underwriting requirements, policy terms, and approval.

The Legacy Planning Kit provides a structured way to document the purpose behind your gift, your intentions for future generations, and guidance for how the plan should be understood and cared for over time.
This step focuses on communication and continuity. Your Practitioner is available to answer questions and help ensure the materials are completed thoughtfully, preserving both the practical and personal aspects of your planning efforts.

When the time feels right, you may choose to formally present the gift to your child or grandchild in a meaningful way. This could include a letter, a recorded message, photographs, or a small family gathering.These personal touches can be included in the Legacy Planning Kit, helping future recipients understand not just what was created, but why it matters. This moment marks the transition from planning to personal legacy.