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Become the 'Go To' Trusted Advisor

 
 

2+ million American families will lose a loved one this year.

 

75 million Baby Boomers will face this situation over the next 10 years!

 

 
Ever wished you could do more for clients during this troubling time? Let us show you how to become the "go to" trusted advisor.

 
 
"It is important that we are one of the first calls when a client faces a life transition event. Hence, we implemented EstateManagerPRO. Several clients faced this recently . . . I can't say enough about the value this service brings to our firm."
 
Johnne Syverson CFP®
Financial Planner, West Des Moines, Iowa
http://syversonstrege.myestatemanager.com

Based on the acclaimed site www.myestatemanager.com, EstateManagerPRO™ is the perfect private-label software solution for trusted advisors including financial planners, estate attorneys, CPAs, funeral directors, hospices, insurance professionals, estate planners, health care providers and nursing homes. Grow brand name and differentiation, provide exceptional client service, strengthen referral networks!

 
 

Based on research from Nielsen Online of 1100 families, EstateManagerPRO™ solves the 3 most pressing issues of people facing the loss of a loved one:

  • what do I do?
  • who can I trust?
  • how do I manage this ordeal efficiently and effectively?
 

EstateManagerPRO™ provides clients a step-by-step approach to estate administration - instilling a sense of calm and control at a time when it's most needed. The more clients understand estate issues, the more you'll be able to assist them.

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