Estate Planning
For Insurance Agents
Help your clients secure their future and protect their legacy by offering a comprehensive estate planning solution.
THE BENEFITS
Insurance Agents
We offer a reliable solution for optimizing & simplifying the estate planning process. FastWill gives you access to a number of resources for both you and your clients.
Motivate your clients to create their legacies through:
- Informative articles about estate planning
- Guides and checklists for a comprehensive plan
- Sample documents of what the process entails
Using FastWill’s legally valid documents, clients can nominate guardians for children and pets, select representatives, specify gifts, and outline asset distribution plans.
For just $199, clients receive one year of attorney support for their estate plans, including consultations with licensed estate planning attorneys, detailed guidance, and unlimited calls.
FastWill also offers continuous access and document updates for flexible planning, enabling discussions about necessary adjustments, insights into clients' decisions, and connections with their loved ones for seamless wealth transfer.
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 without any cost, bypassing checkout entirely and providing them with peace of mind.
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.
What Your Advisor Can Access
Financial Accounts: Information on your 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.
Insurance Agents & Estate Planning: FAQ
How can estate planning services enhance my practice?
Incorporating estate planning into your services allows you to deliver comprehensive solutions that ensure clients' insurance policies align perfectly with their financial and legacy goals.
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?
Complete the form above to explore partnership opportunities. Our team will help you integrate estate planning discussions into your client meetings and provide educational resources to enhance your expertise in this area.
