Retirement Associations & Homes: Attract Professional Sponsors with Inheritus.com

2024 1 min read

The Great Wealth Transfer—an $84 trillion shift in assets—is creating immense opportunities for professionals like wealth managers, accountants, and lawyers. Retirement associations and home networks can leverage this trend to attract sponsorships from these professionals by offering estate planning tools that engage members and their families.

Why Sponsorships Matter

  • Increased Revenue: Professional sponsorships provide financial support that strengthens the association.
  • Enhanced Offerings: Partnering with professionals adds value to members by providing access to trusted advisors.
  • Future-Proofing: Associations that stay relevant with tech-savvy offerings will thrive, while those that don’t risk obsolescence.

How Estate Planning Tools Attract Sponsors

Inheritus.com’s platform helps associations:

  • Engage members with tools for estate organization, wills, and powers of attorney.
  • Provide valuable connections to professional firms seeking to sponsor relevant programs.
  • Expand visibility across professional networks, increasing partnership opportunities.

Affordable and Scalable

Our software is affordable at just cents per month per member, making it an easy addition to your association’s offerings. Deployment is fast and seamless, ensuring you can start attracting sponsors right away.

Be the Hub for Professional Partnerships

Position your association as the go-to resource for members and sponsors alike. Contact Inheritus.com to learn how our state Planning Solutions for Retirement Associations can help you capture the opportunities of the Great Wealth Transfer and secure your association’s future.

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.

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