Provide your clients’ families with more peace of mind
When your client activates any eligible life insurance policy, including Whole Life and Final Expense, they will get access to digital estate planning tools. Provide clients with even more coverage and no additional work!
Your client will have complimentary access to:
Legal Will
Living trust
Power of attorney Hands temporary financial decision-making authority to a trusted person if someone becomes incapacitated
Determines how assets are distributed, who will care for dependents, and who will manage the logistics of those decisions
Distributes money over time and allocates funds to specific needs, like education and housing
Medical consent
Healthcare directive
Specifies what medical actions should be taken in the event someone is no longer able to make decisions due to illness or incapacity
Provides instructions to a caregiver for a dependentʼs medical emergencies
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