Everplans – The Life Organizational Tool

Description:

An Everplan is a complete archive of everything your loved ones will need should something happen to you. Securely store wills, passwords, funeral wishes, and more in your own secure and shareable vault. Everplans is an end-of-life planning tool that extends your client relationships by offering a way to organize, store and share vital documents and final wishes. 

Learning Objectives: 

• Comprehensive planning platform for your clients and a differentiator for your business. 
• Everplans is the vehicle for sharing the information that matters with the people who matter. 
• Creates sales opportunities by identifying gaps in clients’ planning and helps build relationships with clients’ extended network.

Comprehensive planning platform for your clients and a differentiator for your business.

NAPFA CE Credit - 1 Technology

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