Premium Client Acquisition TOOLKit
A New Way To Serve Your Clients, Stay Relevant, & Win New Business
Stand out in a crowded market by leading with estate and legacy planning - 2026's most in-demand advisor strategy.
Turnkey marketing solution and trusted positioning equal more of the right clients.
See how top advisors are attracting next-gen clients, generating new revenue, and building multi-generational trust
The Estate Planning Solution Designed for Growth-Oriented Advisors & Agents Has Everything You Need To
Establish a credible, professional online presence
Attract and nurture high-quality leads
Convert leads into loyal, long-term clients
Streamline client acquisition with a turnkey marketing solution
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 next-gen clients and build multi-generational trust.
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 Branding & Marketing 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)
Mission statement creation
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
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 included, 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
Pre-written monthly blog posts to stay top-of-mind with clients & prospects
10 hours of creative credit for custom marketing videos or assets
Access to 150+ turnkey client-facing videos via WebPrez
4 personalized & branded proprietary explainer videos
Ongoing Support & Optimization
One-on-one 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
$97 / Month Subscription
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 campaign
4 proprietary explainer videos customized to your brand
Personalized micro website
MOST POPULAR
Digital Marketing Package + Website
Best for advisors ready to elevate their brand and online presence with professional, done-for-you support.
$3997
$147 / Month Subscription
- Everything in our MVP Package, Plus...
- Our expert marketing and branding team will craft the online presence you deserve.
- Custom-built advisor website (Includes: Hosting, maintenance, & unlimited updates, customized 'about' page & bio, and a branded team page)
Host An Estate Planning Event
Designed for advisors who want qualified leads in a room and a proven presentation that converts.
$3500
Per Campaign
- We'll get ideal clients in front of you to deliver the three E's: Educate, Enlighten, and Empower them to take action
- We'll provide a customized PPT presentation, attendee handouts, plus 1-on-1 mentorship and training
- Lock in our guarantee that 30 buying units (at minimum) will be registered for each event you create with us.
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 skeptical at first. But after my first workshop and follow-up campaign, the numbers spoke for themselves. ePIC didn’t just give me tools — they gave me a system. It became profitable faster than anything else I’ve implemented in my practice.”
© 2026 ePIC Services Company. All rights reserved.