TrustAdvantage

From Reactive to Proactive

Imagine effortlessly transforming from a reactive seller to a proactive advisor! EnduringWishes empowers you with a client-managed legacy tool, providing a front-row seat to your clients’ lives.. This allows you to deliver personalized solutions that secure their future and build rock-solid relationships based on deep understanding.

EnduringWishes is a platform for your clients to share documents, pass on wealth and continue their legacies.

You’ll strengthen RELATIONSHIPS and reap NEW REVENUE.

Read below for more information…

Enhance Client Relationships

EnduringWishes takes your client relationships to a new level with continuous Review & Evaluation. Keep your finger on the pulse of your clients’ evolving needs and goals, and adapt your recommendations accordingly. Regularly revisit the information stored within the digital vault to stay attuned to life changes and preferences. Your clients will be amazed by your attentiveness and dedication to securing their legacies.

family archive

Real-Time Factsheet

Stand out from the competition and build lasting client relationships with EnduringWishes. Our Living Discovery feature equips you with real-time client insights. This allows you to personalize future security solutions, fostering trust and loyalty. EnduringWishes empowers you to become a proactive advisor, leading to increased sales and happy clients.

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Living Discovery

Living Discovery provides real-time insights into their life changes, allowing you to offer proactive outreach and personalized solutions that truly address their evolving circumstances. Seamlessly collect essential documents, stories, and dreams – all secured within a private digital vault.

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Inheritance Disputes

Reduce the chances of inheritance disputes by providing transparency to all parties.

Effective Communication

Help your clients to stay current on how your team will and can help them at any point.

Manage Clients

Enroll, Signup, and Help your users get the most out of EnduringWishes.

See Your Clients’ Designees

Stay current with their preferred executors, lawyers, and family members.

Whitelabels

Your clients will see your logo, contact information, and company colors when they use EnduringWishes.

Client Notifications

Send Clients notifications for updates and promotions.

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Frequently Asked Questions

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