Everplans Knowledge Center

Materials for Advisors | Materials for Clients | Promotion | Updates | Help Center

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What Is Everplans Professional
BROCHURE

A general overview of the Everplans Professional platform and tips on how to use it with your clients.

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Introducing Everplans To Your Clients
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A high-level set of talking points to help you introduce Everplans to your clients.

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Everplans And Your Daily Routine
BROCHURE

Five quick tips on how to integrate Everplans into your day to day routine.

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Retaining Family Relationships
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Take a look at how much advisor/client relationships weaken through each passing generation.

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End-Of-Life Planning Adds Value To Your Client Relationships
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A close look at how end-of-life planning not only adds a service all of your clients wished they had, but also can help jump start new conversations and activity.

5 Steps to Incorporate Everplans In Your Practice

5 Simple Steps To Incorporate Everplans Into Your Practice
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How to get started with Everplans in five simple steps.

How to Roll Everplans Out

How To Roll Everplans Out
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Specific ways to launch Everplans to your clients.

How To Make Sure Your Clients’ Financial Literacy Is Above Par

How To Make Sure Your Clients’ Financial Literacy Is Above Par
EXCLUSIVE ARTICLE

Regardless of the generation, it never hurts to help boost your clients’ (and their families’) financial IQ with these helpful pointers.

How To Help Your Clients Create An Estate Plan For Their Pets

How To Help Your Clients Create An Estate Plan For Their Pets
EXCLUSIVE ARTICLE

While most people think they’ll outlive their pets, animal life expectancies can vary greatly. This is a golden opportunity to show you care beyond the numbers and ask your client: “Who would care for your pet if something happened to you?”?

How Life & Legacy Planning Creates Clients For Life

How Life & Legacy Planning Creates Clients For Life
EXCLUSIVE ARTICLE

While you do your best to make the soundest investment decisions, the market fluctuates. You don’t know if a client will blame you for things out of your control. So what is something you can control? You can offer a level of service that makes them see the value you provide. Enter: Life & Legacy planning.

How Helping Your Clients Name Guardians Can Benefit Your Business

How Helping Your Clients Name Guardians Can Benefit Your Business
EXCLUSIVE ARTICLE

If any of your clients haven’t named guardians for their underage children or special needs adults under their care, they need to do it.

How An Everplan Allows You To Confront Your Clients’ Biggest Fears

How An Everplan Allows You To Confront Your Clients’ Biggest Fears
EXCLUSIVE ARTICLE

From medical decisions to eldercare choices to a client’s final disposition, having an Everplan helps tackle the tough issues.

Help Your Clients Make Wise Holiday Purchasing Decisions

Help Your Clients Make Wise Holiday Purchasing Decisions
EXCLUSIVE ARTICLE

Here are six conversation starters you can use to help determine your clients' habits this holiday season, and guide them in a direction that will start the New Year off right (financially anyway… dealing with that food coma is up to them).

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