Everplans Knowledge Center

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

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Video Sharing and Embedding Instructions

Easily share any Everplans video with your clients on social platforms, or add it to your website by copying the embed code. The share button can be found in the bar at the bottom right of a video. Please reach out to your Account Executive if you need any additional support

How Everplans Offers Peace of Mind

How Everplans Offers Peace Of Mind

Use this short video to help your clients understand the value of creating a thorough and accessible plan with Everplans. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

What is Everplans Professional?

What Is Everplans Professional?

Use this short video to help introduce Everplans to other advisors, while highlighting the value it will bring to your firm. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

Why Choose Everplans?

Why Choose Everplans?

Use this short video to help your clients understand the value of creating a thorough and accessible plan with Everplans. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

Everplans Logo

Everplans Logo

Show clients and prospects that you offer Everplans on your website, printed promotional materials, or email signature. Please reach out to your account executive for any special requests.

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