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.

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.