Estate Guru Professional for Benefits Brokers
Integrate true customized, tailor fit estate planning into benefits that last
Estate Planning Benefits in High-End Digital Delivery
Companies and professionals in the benefits space know that partnerships with and investments in the best products and services differentiate their ability to make their clients’ employees happier and more productive. That’s where Estate Guru Professional comes in. With EG Pro you can provide a key estate planning benefit without the need for navigating compliance complexities, complicated fee schedules and employee experience headaches. Offer your clients seamless tech-enabled estate planning services with front-end collaboration to secure their employees most important wishes and assets. Let EG Pro be the turn-key estate planning solution you offer to your clients.Partner with Estate Guru Professional.
Estate Planning Benefits in High-End Digital Delivery
Companies and professionals in the benefits space know that partnerships with and investments in the best products and services differentiate their ability to make their clients’ employees happier and more productive. That’s where Estate Guru Professional comes in. With EG Pro you can provide a key estate planning benefit without the need for navigating compliance complexities, complicated fee schedules and employee experience headaches.
Offer your clients seamless tech-enabled estate planning services with front-end collaboration to secure their employees most important wishes and assets. Let EG Pro be the turn-key estate planning solution you offer to your clients.Partner with Estate Guru Professional.
Boost Employee Happiness and Productivity
Increase client satisfaction. Boost employee happiness and productivity. Provide employees with peace of mind. Demonstrate that employers also care about the people in their employees’ life. Do all this seamlessly with a top-tier end user experience and detailed yet simplified user functionality. With EG Pro, get a single platform to provide employees with the ability to settle their affairs and the affairs of those they love.
Help Employees
Protect their Assets
As employees purchase non-traditional benefits programs like voluntary disability, cancer, accident, and whole life plans, most employers are looking to include estate planning services in their benefits package. Our estate planning process can help employees protect their assets through unforeseen events. If you’re ready to provide a value-added benefit to your clients to protect their employees, we’re ready to help!
Help Employees
Protect their Assets
As employees purchase non-traditional benefits programs like voluntary disability, cancer, accident, and whole life plans, most employers are looking to include estate planning services in their benefits package. Our estate planning process can help employees protect their assets through unforeseen events. If you’re ready to provide a value-added benefit to your clients to protect their employees, we’re ready to help!
Revenue Partnership
When someone signs up with your agent code, you get a percentage of everything they do in Estate Guru Professional for the life of the account.
Simplify Your Estate Planning Offering
Many employees go without the needed planning due to prohibitive costs and legal complexities – we take care of that and offer an easy and affordable solution. Our documents also serve as an employer sponsored product.
Digitize Key Paperwork
With EG Pro keep the estate planning paper stack where it belongs – in the file cabinet. Use our platform to manage all essential employee estate planning documents online in the cloud.
Revenue Creation
It’s easy to become appointed to sell our plans. The low administrative requirements and strong customer service we provide result in a long term recurring revenue stream.
A Scalable Benefit
The EG Pro platform lets you scale estate planning benefits without the need for more lawyers or paperwork for that matter.
Learn More About Your Clients
Learn employee marital status and detailed demographics on all their dependents.
Download The Starter Kit
A one-pager that walks you through how to start incorporating estate planning services into your practice
