Other Ways To Connect

Thursday, January 15, 2015

Estate Planning - A Tough Sell

It's extremely hard to sell services that make people think of death.  That's why it's tough to sell estate planning services.

It's the 21st century and many things have changed. But one thing that has not changed is death.  The death rate for humanity is 100% and will likely remain that percentage for the foreseeable future. Yet, although people should be knocking down the doors of professionals who can help them plan for their asset distribution when they die, the opposite is true.  Legalzoom.com states that approximately 55% of Americans don't have a will or an estate plan. 

In addition, according to the National Association of Unclaimed Assets (NAUPA.org) there are currently $41.7 billion waiting to be returned by state unclaimed property programs.   This is further evidence that people are continuing to refuse to think proactively about their assets and make plans to ensure they are left in their family's hands.  Add to this number the digital assets that many leave behind in their Amazon Prime, Itunes, Facebook, Shopping and Travel Reward Programs and the like, and that number is significantly higher.  So although estate planning services are tough to sell, people need it.

How can SafelyFiled Pro Help?


Since the need for estate planning is growing, maybe the approach for selling your services needs to change.

What if you could provide clients with a new service that they can use while very much alive?  What if you could provide them this service with your company's name on it; with the flexibility built in for the do-it-yourself clients and for those who want you to do more of the work for them? 

With SafelyFiled Pro you can do all of that and more.  


Here's a short list to give you an idea:

  • Give your clients an Emergency Data Card that gives them and their doctors instant access to their prescription medications, medical records, emergency contacts, health care powers of attorney, living wills and any other important data that might be needed in a medical emergency or accident.   
  • Have clients bring in their important life records and family documents and offer scanning services then upload those records into one secure place where you can assist them in sharing that data with their named executors.  
  • Upload the documents you prepare for them where they can be reviewed securely without emailing.
  • Set reminders on important documents for your clients for periodic reviews which get sent to them automatically when due. 

These are just a few of the things you can do with SafelyFiled Pro for your clients.  There are a host of features you can use for your own business records and staff as well.

Did we mention that all of this can be done with your name and logo on the service?

Want to know more?  Email us at info@safelyfiled.com or call us at 888-686-3111. 

Show Comments: OR

No comments :

Post a Comment