INSURANCE AGENTS
Estate Planning Solutions for Insurance Agents
Help your clients plan for their futures by offering estate planning services while earning up to $200 per purchase.
We're proud to partner with leading organizations
THE BENEFITS
Join our network of insurance agents
Are you an insurance agent looking to play a crucial role in the estate planning process for your clients? We recognize the vital importance of insurance agents in safeguarding assets and ensuring the security of beneficiaries. By joining our network, you can elevate your clients' estate plans to new heights of protection and legacy fulfillment. You’ll get:
Up to $200 commission on each client purchase
Access to specialized estate planning tools tailored for insurance professionals
Collaborative support from estate planning experts and legal professionals
Enhanced resources to optimize insurance policies within estate plans
Interested in working with us?
Empower your clients to achieve their fullest potential with a robust and personalized estate plan, securing what matters most.
Reach out if you’re interested in learning more about our network.
Enabling agents to be proactive about their clients’ estate plans.
A convenient and affordable estate planning solution that will empower your clients to plan for tomorrow, today.
"Having a company to partner with that specializes in protecting clients’ wishes upon death has removed stress, family disputes, and has created a clearer financial picture for our clients. It has also created a much more attractive and robust suite of services to assist our clients with!”
— John Becker, Exact Benefits Group
Insurance Agents & Estate Planning: FAQ
Use estate planning to enhance your agency.
Reach out to learn more about how you can help your clients protect what matters most.
Use estate planning to enhance your agency.
Reach out to learn more about how you can help your clients protect what matters most.
