A brand that earns trust
Make your expertise visible from the very first impression.
- Advisor website
- Professional bio & branded team page
- Logo design or refresh
- Hosting, maintenance & unlimited updates
Built for financial advisors & insurance agents
Premium Client
Acquisition Kit.
Your next chapter
of growth.
Become the advisor families turn to for estate and legacy planning. Launch your complete, done-for-you client acquisition system in 45–60 days.
$7,497 one-time setup + $147/month · First event included
Supporting the growth of 300+ advisors
A complete growth system.
Built around your practice.
300+Advisors served
45–60 daysTo launch your system
1 complete kitFrom first impression to follow-up
The ePIC approach to advisor growthSee the system in action
The opportunity in estate & legacy planning
Lead with legacy.
Build lasting relationships.
Families want a trusted guide for the decisions that shape their future. Position your practice at the center of those conversations with a system built to educate, engage, and connect.
- Establish authority with a professional, branded presence
- Turn client education into meaningful appointments
- Build trust across generations of the same family
Your complete client acquisition system
Every piece. Working together.
Built for your growth.
Your brand, your client education, your follow-up, and your support team—connected in one Premium package.
Prospects ready to connect
Keep the conversation moving from first interest to a booked appointment.
- Estate & legacy planning stress test
- Customized email nurture campaigns
- Lead capture & automated follow-up
- Branded client education sequences
Your first event, included
Bring estate and legacy conversations to a room of engaged prospects.
- First live event included ($3,500 value)
- Event promotion & venue support
- 30 buying units registration guarantee
- On-demand webinar & registration page
Your expertise, amplified
Deliver valuable education with polished content that carries your brand.
- Your own personalized AI avatar
- 6 branded proprietary explainer videos
- 160+ WebPrez Videos
- 10 hours of creative credit
An estate planning team
Expand your practice with the people and resources to support your clients.
- Outsourced Estate Planning Team access
- Unlimited estate plans
- Co-branded estate planning expertise
- Exclusive partner software discounts
A partner in your growth
Move forward with expert guidance at each stage of your launch.
- 1-to-1 onboarding & strategy calls
- ePIC University access ($7,000 value)
- Sales training powered by the MillionDollarQB™ Performance System.
- Ongoing monitoring & support
A clear path to your launch
Your expertise. Our execution.
A dedicated team helps bring your vision to life in 45–60 days.
01
Align on your growth goals
Start with 1-to-1 onboarding and strategy. We get to know your practice, your brand, and the families you want to serve.
02
Build your branded system
Your website, videos, client education, and automated nurturing come together into a cohesive acquisition experience.
03
Launch with expert support
Bring your system and first event to life with training, ongoing guidance, and a team invested in your practice.
Trusted by growth-minded professionals
Real advisors. Meaningful momentum.
“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.”
Jim W.Independent Insurance Agent
“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.”
Heather H.Independent Insurance Agent
“I had my first group of seminars this past Thursday and Saturday.
261 registered and 201 showed. (77%)
21 appointments and another 40 are saying call me to schedule on their green sheets.
Really happy with those results!!”
Jim CrumpThe Retirement Tax Mitigation Professor
JCrump & Associates
JCrump & Associates
“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.”
Denny A.Financial Retirement Planner
Testimonials reflect individual experiences. Outcomes vary by practice and implementation.
One investment. A complete growth foundation.
Equip your practice
for its next chapter.
Bring professional positioning, client acquisition, and dedicated expertise into your practice with one turnkey package.
- A professionally built brand and advisor website
- Client education and automated nurturing
- Your first live event and on-demand webinar
- Expert onboarding, training, and ongoing support
Built specifically for financial professionals.
Backed by the ePIC Services Company team.
The complete Premium package
Premium Client Acquisition Kit
$7,497
One-time setup investment
+ $147 / month Ongoing support & platform subscription
Your first event is included · $3,500 value
Get My Premium Kit
Launch in 45–60 days · Dedicated 1-to-1 onboarding
Move forward with confidence
Your questions,
answered.
The details that matter as you invest in your practice’s growth.
The Premium Kit is designed for growth-oriented financial advisors and insurance agents who want to lead with estate and legacy planning, strengthen their brand, and develop qualified client conversations.
The package is $7,497 for the one-time setup, plus $147 per month for ongoing support and the platform subscription. Your first event is included in the package.
ePIC’s stated launch window is 45–60 days. You receive 1-to-1 onboarding and training to support your website, branded content, client education, and acquisition system.
The package includes event promotion and venue support with a guarantee of at least 30 buying units registering for your event. Each additional estate and legacy planning event is $3,500. The guarantee relates to registrations; attendance, appointments, and client results vary.
Yes. Website hosting, maintenance, unlimited updates, and ongoing performance monitoring are included, alongside strategy and training support.
Yes. Explore the example advisor website to see how your estate and legacy planning presence can come together.
Your next chapter starts here
Become the advisor families
trust with their legacy.
Your complete growth system. Your brand. Your future.
$7,497 setup + $147/month · First event included