Solution introduction
The engagement platform for advisors
Advisors use Everplans to offer clients an easy way to organize their life now, preserve their legacy for later, and not leave their loved ones with a mess when they die, leading to better engagement and retention
Engage, protect, and prepare your clients
- Prepare clients for emergencies and the unexpected using Everplans’ smart vault
- Legacy protection and planning so your clients and their families have their wishes clearly communicated and shared
- Ongoing engagement with clients and their heirs, which gives your clients peace of mind and helps you connect with the next generation
