Launch an Estate Planning Client Acquisition System in Just 45-60 Days
Stand out in a crowded market by leading with estate and legacy planning - 2026's most in-demand advisor strategy.
See how top advisors are attracting next-gen clients, generating new revenue, and building multi-generational trust
Designed for Growth-Oriented Advisors & Agents, the Premium Client Acquisition Kit Gives Advisors
Branded client-education videos
Lead capture tools
On-demand webinar and wealth explainer video using your very own AI AVATAR
Nurturing email campaigns to help you book more appointments
Turnkey marketing kit for hosting LIVE seminars
1-1 Advisor onboarding and training
Our Promise to You
45 - 60 Days
We’ll help you position yourself as the go-to advisor for estate and legacy planning, so that you can confidently attract qualified prospects, start legacy conversations, and convert more families into long-term clients.
The Premium Client Acquisition Kit
PREMIUM Client Acquisition Kit
$7,497 One Time Set Up | $147 / Month Subscription
Everything listed below is part of our complete, turnkey marketing system, designed to help you attract, convert, and retain high-value clients.
Inside The Premium Client Acqusition Kit
Build Immediate Trust Online With Our Authority Marketing & Branding Kit
Customized website to position you as an estate & legacy planning expert
Website hosting, maintenance, and unlimited updates
Logo Design/Refresh to match your brand
Immediate Access To ePIC University ($7,000 Value)
About page & bio written by our professional copywriter
A branded team page that blends your name with our estate planning experts
High-quality, co-branded & customized video content
Access to ePIC Services Co.'s Outsourced Estate Planning Team to seamlessly integrate estate planning solutions into your practice + unlimited estate plans
Client Education & Conversion
- Customized email nurturing sequences to warm up leads and drive appointments
- Estate & legacy planning 'stress test' lead magnet tool for clients and prospects
- Automated follow-up system to nurture leads until they're ready to book
Event Marketing, Planning & Webinars
On-demand digital webinar hosted on your website. Complete with a branded registration page, automated follow-up email sequence.
Co-branded 'event registration video' & email marketing sequences for non-attendees & attendees
Event promotion & venue support, complete with our 30 buying units guarantee
Each additional estate and legacy planning event is $3500 and guarantees that at least 30 Buying Units will register for your event at a minimum.
Authority & Visibility Marketing
10 hours of creative credit for custom marketing videos or assets
Access to 150+ turnkey client-facing videos via WebPrez
AI AVATAR created in your likeness
6 personalized & branded proprietary explainer videos hosted on your website
Ongoing Support & Optimization
1-1 strategy & training calls to guide your client acquisition journey
G-Suite professional setup & training to streamline your workflow
Ongoing website performance monitoring & support
Exclusive partner discounts for industry software tools
Access to Million Dollar QB elite sales training
4-6 hour ePIC University course
Learn More
Choose Your Growth Path
Not ready to purchase our PREMIUM Client Acquisition Kit? Choose the package that best fits your current goals below.
Turnkey Marketing & Branding Package
Our MVP Kit is perfect for advisors who want ready-to-go tools that boost credibility and nurture leads automatically.
$1997
Ongoing support and platform subscription: $97/month
150+ estate planning, annuity, and life insurance explainer videos
Customized email signature to make your emails more professional
Branded, on-demand virtual webinar + email nurturing campaigns
6 proprietary explainer videos customized to your brand
Personalized micro website
MOST POPULAR
Premium Client Acquisition Kit
Best for advisors ready to elevate their brand and online presence with professional, done-for-you support.
$7497
Ongoing support and platform subscription: $147/month
Everything in our MVP Package, Plus...
Custom-built advisor website (Includes: Hosting, maintenance, & unlimited updates, customized 'about' page & bio, and a branded team page)
Your very own AI Avatar
Your FIRST EVENT INCLUDED ($3500 Value)
Why Advisors Choose ePIC
Results That Speak Volumes
A complete system designed with your time, reputation, and results in mind.
Proven Results used by 300+ advisors to grow their practice and generate consistent revenue
Time-Saving: spend less time on marketing and more time serving clients
Ongoing website performance monitoring & support
Built for Financial Professionals: designed specifically for advisors & insurance agents
No Tech Headaches: fully managed and supported
"Partnering with ePIC Services Company was a game-changer. Their Advisor Partner Client Acquisition Kit gave me everything I needed to start booking quality appointments with ease. It was a no-brainer investment that paid off within the first month."
“ePIC helped me turn conversations into cases. The combination of Bridge®, BLP®, and the acquisition kit elevated how I present and close. My average case size increased, and so did my confidence.”
“Within 30 days of implementing ePIC’s Advisor Partner Client Acquisition Kit, I had more qualified appointments than I’d generated in the previous quarter. The structure, messaging, and positioning took all the guesswork out. It paid for itself almost immediately.”
“I was impressed with how well thought out the process is with Epic and the team there was professional and diligent in the onboarding process. I feel like I have a whole new level of marketing support. And they over delivered every step of the process.”
More Than Marketing
Built to Keep You at the Center of the Relationship
The Premium Client Acquisition Kit does not leave you with new leads & clients to manage on your own.
The Outsourced Estate Planning Team
Once a family expresses interest, ePIC’s Outsourced Estate Planning Team helps support the estate planning process, giving you a turnkey way to introduce estate planning without becoming the legal expert or building your own back-office process.
This helps advisors to
Start more meaningful family conversations
Stay central to the client relationship without doing the heavy lifting of managing the estate planning documents
Create new revenue opportunities
Build trust across generations
Avoid sending clients into a disconnected referral experience
The Outsourced Estate Planning Team becomes YOUR
in-house estate planning solution
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