Over 150 customized estate planning, annuity, and life insurance conceptual videos to help the viewer learn faster about your solutions.

Customized email signature to make your emails more professional and give clear CTAs for your prospects.

Branded virtual webinar, with drip marketing campaign.

Direct Access to our OEPT (Outsourced Estate Planning Team).

5 proprietary explainer videos customized to your brand for generating new revenue streams.

Advisor Portal — This is where all of your clients' data, contact information, and assets will be stored when they go through our estate and legacy planning process.

Done-for-you nurturing & re-engagement campaigns for prospects & clients.

A dedicated lead magnet link to share with your clients and prospects to help raise awareness around the estate and legacy planning gaps they may have.

BONUS: "Put Your Estate Planning in Your Own Hands" email template.