For Life-and-Beyond Insurance Brokers and Carriers

Generate and Qualify New Leads with Estate and Legacy Planning Solutions

Drive Business Growth by Offering Comprehensive Estate and Legacy Planning

As a life insurance provider, your role goes beyond simply offering policies—your clients trust you to help protect their families and secure their financial futures. Take that trust further by offering estate and legacy planning tools that align perfectly with your life insurance offerings.

But the benefits do not stop with client satisfaction. These solutions can help you grow your business by creating new lead generation opportunities, fostering deeper client relationships, and positioning you as a comprehensive resource for life planning.

A Special Offer for Your Organization

Inheritus Inc. solutions address a growing concern within our aging populations: the disruption and stress caused by incomplete estate planning.

With the Inheritus Estate360™ and Legacy360™ solutions, help your prospects, clients and their families quickly build a comprehensive snapshot of  an estate, including life insurance policies.

Generate New Leads and Cross-Sell Life Insurance

When your clients start thinking about estate planning, they are often looking to secure more life insurance to protect their loved ones.

By offering Inheritus for end-of-life planning, you can generate qualified leads who are actively thinking about securing their legacies.

These leads provide a natural cross-selling opportunity for life insurance, helping you grow your policyholder base.

Key Features for Insurance Companies

Help prospects with their estate distribution and end-of-life concerns, and create customers for life – and beyond

Lead Generation Through Estate Planning

Offering estate planning services such as Legacy360 allows you to capture new clients looking to organize their estates and protect their families.

These clients are often in the market for additional life insurance coverage, making it an ideal time to generate new leads and expand your client base.

Comprehensive Post-Life Support for Families

Estate360 provides families and executors with step-by-step guidance on managing estate settlement, from probate to taxes and asset distribution. This support allows your clients’ families to handle these often-complex tasks more easily, reducing their emotional burden during a difficult time.

Identify Opportunities for Family Coverage

Estate planning is a team sport, often engaging both immediate and extended families. Offer digital solutions to extend your protection and support to entire families, across generations.

Achieve Lifetime Client Retention

Help clients organize and store critical legal and financial documents—such as insurance policies, wills, healthcare directives, and powers of attorney—in a secure digital vault. This complements life insurance policies, ensuring that their beneficiaries and families have everything they need, when they need it.

Unlock New Revenue Streams and Stand Out with an Inter-Generational Offering

In a competitive market, offering more than just life insurance policies can set your company apart. Legacy360 and Estate360 allow you to offer clients a full range of financial planning tools, positioning your company as a leader in life and estate planning solutions.

Increase Existing Client Loyalty

Offering estate and legacy planning as part of your services deepens client relationships. These added services make your company indispensable, increasing client loyalty and leading to more cross-selling opportunities, including life insurance, annuities, and other financial products.

Capture New Leads

When clients engage with estate planning tools like Legacy360, they are more aware of the gaps in their financial and life insurance planning. This presents an opportunity for you to offer additional life insurance policies that meet their evolving needs, driving increased revenue for your business.

Strengthen Client Relationships

Life insurance policyholders often don’t engage with their insurance providers regularly. Give clients more reasons to interact with your company, fostering ongoing engagement and keeping you top-of-mind for future financial needs. Become a go-to resource for financial protection and future planning. 

Try It Risk-Free and Grow Your Business

 

Request a demo today and see how Legacy360 and Estate360 can help your insurance company generate new leads, increase life insurance sales, and strengthen client relationships.

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