For Agent Use Only
Even more living benefits Ethos Perks, an $898 value 1 , offers complimentary estate planning tools at no additional cost
Included templates help your clients create a legally-vetted:
Legal will — Determines how assets are distributed, who will care for dependents, and who will manage the logistics of those decisions.
Who needs estate planning? ● Parents ● Homeowners ● Student loan holders ● Newlyweds and unmarried partners
Power of attorney — Hands temporary financial decision-making authority to a trusted person if someone becomes incapacitated. Living trust — Distributes money over time and allocates funds to specific needs like education and housing. Medical consent — Provides instructions to a caregiver for a dependentʼs medical emergencies. 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.
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How does it work? Policyowners can access all estate planning tools through their Ethos dashboard.
1 Estate planning tools are available under the Perks benefit issued with eligible policies sold through Ethos. Policies issued in SD, WA, AK, and LA are not eligible to receive the Ethos Estate Planning perk.
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