Estate Planning Solutions
For Your Clients
Help your clients secure their future and protect their legacy by offering a comprehensive estate planning solution.
THE BENEFITS
Financial Professionals
Are you a financial professional eager to make a significant impact on your clients' estate planning? We understand the critical role you play in protecting assets and ensuring the financial security of beneficiaries. By joining our network, you can enhance your clients' estate plans with superior protection and legacy planning. Here’s what you’ll receive:
- Earn 100% commission on all sales
- Offer unlimited estate plans to your clients
- Access to exclusive estate planning tools designed specifically for insurance professionals
- Collaborative support from estate planning experts and legal professionals
- Advanced resources to integrate and optimize insurance policies within estate plans
With FastWill You’ll Be Able To
Expand your reach by exploring new markets with a fresh offer. Set new appointments and earn 100% commission on every estate plan you deliver to your clients.
Provide clients with a straightforward estate planning solution that protects their assets and safeguards their legacy, ensuring they have confidence and security for the future.
Utilize detailed client profiles to access in-depth information, allowing you to offer personalized recommendations tailored to each client's unique needs and circumstances.
Give your clients a free opportunity to secure their future at no extra cost, bypassing checkout entirely and providing them with peace of mind.
Detailed Client Profiles
Once your client completes their plan they will have the option to grant you access to a comprehensive Client Profile containing all the vital financial details needed to make your professional recommendations.
As an Advisor, You’ll Provide Guidance With
Financial Accounts: Information on bank accounts, investment portfolios, and other financial assets.
Real Estate: Details about properties you own, including location and value.
Life Insurance: Coverage details, including policy types and beneficiaries.
Business Interests: Information about any businesses you own, including company details and valuation.
Financial Advisors & Estate Planning: FAQ
How can estate planning services benefit my practice?
Integrating estate planning into your offerings allows you to provide clients with comprehensive solutions, ensuring their insurance policies align seamlessly with their financial and legacy objectives.
What role do insurance agents play in estate planning?
Insurance agents help families create life insurance policies that are integrated into estate plans, offering liquidity and financial security for beneficiaries.
How can FastWill's estate planning solutions enhance my services as an insurance agent?
FastWill's solutions complement your insurance offerings by providing tools to address clients' estate planning needs, enabling you to offer more holistic financial planning services.
What types of estate planning solutions does FastWill offer that are relevant to insurance clients?
We offer a range of estate planning and settlement services, including will and trust creation, attorney support, and probate. Our services can be customized to incorporate life insurance policies and meet your clients' specific needs.
How do I get started with FastWill to support my clients' estate planning goals?
Fill out the form above to explore partnership opportunities. Our team will assist you in integrating estate planning discussions into your client meetings and provide educational resources to enhance your expertise in this area.
