Frequently Asked Questions
GFD Trust
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If you want to join GFD, send us an email. As soon as we receive your information, our business development team will contact you to provide you with all the necessary information and resources.
Just a desire to take your business to the next level. Then, we’ll assist you with completing some basic paperwork so you can get started. And if you need help transferring funds from other financial institutions to GFD, we’re happy to assist with that as well.
As an organization dedicated to serving our Members, GFD has been quietly but consistently building a legacy of service to the bereavement sector for over 60 years. We prioritize the best interests of our Members in every business decision we make and work closely with provincial regulators to ensure compliance. Our mission is to provide bereavement professionals with top-quality products and support, enabling them to deliver compassionate and meaningful care to Canadian families.
GFD offers a range of products to support the bereavement sector, including Trust, Insurance, and Travel Assistance Plans, as well as Care & Maintenance programs for Cemeteries. To learn more about these products, please contact us by email or by phone at 1-800-268-2466.
With GFD, there are no penalties for cancellations or early withdrawals of Trust accounts for bereavement establishments and their clients. Our insurance products also offer competitive terms for our Members and their clients in the event of an early cancellation or other administrative change.
Funds Management
We offer a variety of options including Trust, Insurance, and Travel Assistance Plans, as well as Care & Maintenance programs for Cemeteries. If you would like more information about any of our products, please email or call us at 1-800-268-2466.
With GFD, there are no penalties for cancellations or early withdrawals of Trust accounts for bereavement establishments and their clients. Our insurance products also offer competitive terms for our Members and their clients in the event of an early cancellation or other administrative change.
By funding a pre-paid contract with an insurance policy, you can name a beneficiary who will receive any excess funds. These policies are guaranteed by Assuris, an insurance industry-supported agency, providing you with additional financial security.
Training
Members have access to the following types of training through our Preneed U training site:
Product Training – Receive training on both the features of our products and how to effectively convey their benefits to potential clients.
Aftercare Training – Designed to guide families through the initial steps of organizing and administering estate matters.
Seminar Coaching – Focused on training Members in effective information session hosting.
GFD’s training is offered through a variety of methods, including online training, in-person and virtual sessions, and phone-based instruction. We offer self-guided training that is available 24/7, and we also offer personalized training provided by our team of experts.
Marketing Support
We provide our Members with various marketing support options that can be customized to meet their specific needs. These options include pre-planning brochures, product brochures, banners, surveys, advertisement templates, flyers, direct mail pieces, postcards, seminar invitations, press release writing, community relations, and media training.
Hosting information sessions can be a valuable tool when educating families about the benefits of pre-planning, and GFD has helped many Member establishments organize successful seminars. We help Members organize information sessions by designing seminar invites, assisting in calculating seminar cost and coaching them on public speaking.
Campaigns are tailored to fit each Member’s budget, and GFD only charges for the cost of printing brochures and materials. Members can also set a budget for seminars, which GFD will work to accommodate.
GFD Service Standards
To submit new business, Members can use our easy-to-use online application forms. As the applications are processed, you can monitor their status and download the corresponding certificates to provide to your clients.
Members submit their trust claims online and can expect to receive payment via EFT within one business day. For insurance claims, Members can easily complete a claim form and submit it along with a copy of the proof of death.
Trust cancellations or transfers are straightforward processes that can be submitted online. Cancellation or transfer of an insurance policy requires supporting documentation from both the client and the Member establishment.
GFD’s Member Care team is available to handle inquiries via live-answer phone and email support during regular business hours from 8:30am to 5:00pm Eastern Time, Monday through Friday.