On Demand Case Study:

Overview of the Gifting Plan Design Process

Duration: 02:03

What you’ll learn:

How the Generational Gifting Concept plan design process typically unfolds after the first meeting
Why education, review, and pacing are built into each stage of the process

Valuable for:

Families who want to understand the process before discussing implementation
Individuals who want a clear picture of what happens after the initial gifting workshop

Written by the GGC Editorial Team | Reviewed & Updated: December 30, 2025

Overview of the Gifting Plan Design Process

This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.