Revolutionize Employee Benefits with Inheritus: The Future of Financial Wellness

Inheritus for Leading Group Benefit Providers, Group Retirement Services, Employee Assistance Programs, Benefits & HR Consultants and Brokers, and Third-Party Administrators

The workplace landscape is rapidly evolving, and forward-thinking employers are seizing the opportunity to offer benefits that resonate deeply with employee needs. As the “Great Wealth Transfer”-$84 trillion in generational assets changing hands by 2045- accelerates, employees face mounting financial and emotional challenges tied to estate planning and wealth transitions. 

Offering Inheritus Legacy360 and Estate360 as part of your benefits portfolio positions your organization at the forefront of financial wellness while delivering a high-value, low-cost benefit that supports employees and their loved ones.

Why Estate Planning Is the Employee Benefit of the Future

 

For too long, estate planning has been overlooked as a critical component of financial wellness. While tools like online wills have gained traction, they only address part of the picture. Most employees don’t just need a will—they need an estate that’s organized, secure, and regularly updated to reflect life’s inevitable changes.

By offering Inheritus Legacy360, employers provide their teams with the ability to:

  • Plan Proactively: Store, organize, and manage critical financial, legal, and personal documents in a secure, centralized location.
  • Alleviate Stress: Reduce the anxiety tied to estate planning, which has become a pressing mental health concern since the pandemic.
  • Prepare for Life’s Transitions: Empower employees to ensure their loved ones are supported before or after a death.

The Inheritus Advantage

A High-Value Benefit for Employees and Employers

Inheritus Legacy360 is the latest must-have benefit, offering immense value at an affordable cost—just cents per employee per month. 

By introducing Legacy360, you differentiate yourself in a crowded market, offer a sustainable solution to employers for compounding employee wellness issues related to the “Great Wealth Transfer”, and deliver a high-value benefit at a predictable, affordable cost.

Meet Employee Demand

Estate planning has become a high-demand benefit, especially as the aging workforce navigates the complexities of wealth transfer.

Support Holistic Wellness

Financial wellness is a key pillar of employee health, directly impacting mental well-being, productivity, and retention.

Enhance Recruitment and Retention

Stand out in a competitive labor market with a cutting-edge benefit that aligns with employees’ personal and financial priorities.

Foster Long-Term Relationships

Extend support to employees and their families, building loyalty and trust.

Also a Differentiated and Scalable Benefit to Group Benefits Providers and Advisors!

For benefits providers, consultants, and brokers, Inheritus presents opportunities for:

  • Cross-Selling and Up-Selling: Open doors to additional financial services like wealth management and life insurance.
  • Deeper Ties with Business Owners: Use Legacy360 to support business leaders in estate planning, fostering stronger client relationships.
  • Market Leadership: Offer a benefit that sets your portfolio apart with a forward-thinking, value-driven solution.

Effortless Implementation

Adding Inheritus Legacy360 to your benefits package is not an IT project. Our platform is designed for seamless deployment, even with same-day setup and announcement if desired!

Inheritus provides:

Templated Communications

Easily customizable messaging to introduce the platform to employees.

Scalable Integration

Whether as part of Group Retirement Benefits, Taxable Spending Accounts, or a standalone offering, Legacy360 fits effortlessly into your existing benefits ecosystem.

Change Management Support

Guidance and resources to ensure smooth adoption and engagement.

Ready to Lead with Innovative Benefits?

Please fill in the information below

News and Views

See All

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

Request Quote

Login
Sign Up