You're about to gain access to a complete client acquisition ecosystem designed to help you attract new prospects, build stronger client relationships, and introduce estate planning as a powerful opportunity for practice growth.

Here's Everything Included in Your Premium Kit:
Professional Branding & Online Presence

• Professional templated advisor website to showcase estate planning services and education

• Website hosting, maintenance, and support

• Professional logo design or refresh

• Personalized advisor biography, About page, and team introduction

Branded Video Content & Client Education

• 6 branded explainer videos customized for your practice

• Personalized AI Avatar for marketing and presentations

• Branded on-demand estate planning webinar

• WebPrez library with 160+ educational videos

Lead Generation & Automated Marketing

Lead Generation & Automated Marketing

• Estate & Legacy Planning Stress Test lead magnet

• Done-for-you email marketing and nurturing campaigns

• Automated prospect follow-up and event marketing sequences

• Personalized marketing content designed to educate and engage your audience

Your First LIVE Estate Planning Seminar

INCLUDED | $3,500 VALUE

• With our experienced team helping guide you through event planning, preparation, marketing, presentation coaching, and post-event follow-up

Estate Planning Tools, Training & Expert Support

• Access to ePIC's Outsourced Estate Planning Team (OEPT)

• Dedicated Advisor Estate Planning Portal

• ePIC University training and educational resources

• 1-on-1 onboarding, strategy, and implementation guidance

• Ongoing access to ePIC's marketing and estate planning support professionals

You're supported every step of the way. Our team works alongside you to build your marketing foundation, prepare you for your first event, and help you confidently introduce estate planning services to your clients.

• We're dedicated to your success and excited to help take your business to new heights.