On Demand Case Study:

Preparing for Your First meeting

Duration: 01:48

What you’ll learn:

The purpose of the first Generational Gifting Concept meeting and how it’s structured
How introductory gifting conversations focus on understanding, not decision making

Valuable for:

Families who want to feel comfortable and informed before meeting with a practitioner
Individuals scheduling their first Generational Gifting Concept conversation

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

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.