Generational Gifting Concept 
Implementation

Your journey begins here. Once you submit your request, our team will coordinate an introductory conversation with a Generational Gifting Concept Practitioner, typically within 24-48 hours. This initial connection is designed to help you understand the process, ask questions, and explore whether the Generational Gifting Concept framework aligns with your goals. While you wait, we invite you to explore the educational resources available on the platform. These tools are designed to help you become familiar with the concepts and steps ahead, so you feel informed and confident as the process unfolds.

Before your initial conversation, take time to explore the Knowledge Library and Article Library. These educational resources include short videos and written content designed to introduce the core concepts, terminology, and planning considerations behind the Generational Gifting Concept framework.
Spending time with these materials helps establish a foundational understanding, allowing your introductory discussion with your Practitioner to be more focused, efficient, and productive. All content is educational in nature and intended to support informed decision-making.

This stage marks the beginning of transforming ideas into a structured vision. During the Initial Gifting Workshop, you will share your goals, values, and intentions surrounding the gift you wish to create. This conversation helps clarify priorities and provides the context needed to design a plan aligned with your longterm objectives.
The outcome of this workshop is a planning framework intended to support thoughtful gifting strategies. When appropriate, members of the Advanced Planning Team may assist by providing additional educational insight or coordinating with licensed professionals to ensure the framework aligns with applicable rules, product features, and implementation considerations.

During this review meeting, your Practitioner will walk you through a customized Generational Gifting Concept Plan. This plan illustrates how the various components of the framework may work together to support your stated goals over time.
Following the meeting, you will receive a copy of the plan to review at your own pace. You are encouraged to ask questions, request clarifications, and suggest refinements. No implementation moves forward until you are comfortable with the design and understand how each element functions within the broader planning strategy.

Once you approve the overall plan design, you will schedule a brief call with your Practitioner to initiate the application process for any insurance products selected as part of the framework.
Applications and required documents are provided directly by the issuing insurer and completed through secure electronic processes. When whole life insurance is utilized, features such as cash value and dividends (if declared) are subject to the insurer’s terms, underwriting review, and ongoing performance.Approval timelines vary based on age, health history, insurer requirements, and underwriting review. Your Practitioner will help you understand the process and coordinate next steps, keeping you informed throughout.

After underwriting is complete and policies are issued, you will receive final policy documents for review. This stage provides an opportunity to confirm that issued policies align with the approved plan design and expectations.
Once documents are signed and initial premium payments are submitted, the policies become active according to the insurer’s terms. This marks the formal implementation of the insurance component within your broader Generational Gifting Concept framework.

Congratulations on reaching this milestone. During the Post Implementation Review, you and your Practitioner will review the implemented plan, confirm alignment with the original design, and address any remaining questions.
This review focuses on understanding how the plan is structured, what has been implemented, and how the framework is intended to function over time. It is an opportunity to gain clarity and confidence before moving into long-term stewardship.

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.

Your Generational Gifting Concept framework is designed to be revisited over time. The Post-Implementation Guide outlines considerations for reviewing the plan at key life milestones and adjusting as circumstances change.
Your Practitioner remains available as an ongoing educational resource, helping you revisit concepts, coordinate reviews, and ensure your plan continues to align with your evolving goals and applicable guidelines.