factsheet

Real-Time Factsheet

Discovering your clients’ unique needs and aspirations has never been easier. EnduringWishes provides you with a comprehensive toolkit to delve deep into your clients’ lives, ensuring no detail goes unnoticed. Our platform empowers you to uncover their stories, legacies, dreams, and vital information, enabling you to truly understand what matters most to them. Seamlessly collect information – all within a secure and private digital vault.

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Transactional to transformative

Transform your role as an insurance agent from transactional to transformational.  Gain a profound understanding of your clients, allowing you to provide holistic solutions that cater to their specific circumstances. With Discovery, Recommendation, and Review & Evaluation at your fingertips, you’ll forge stronger connections, establish trust, and ultimately drive the success of your practice.

Discovery: Uncover Hidden Gems

Discovering your clients’ unique needs and aspirations has never been easier. EnduringWishes provides you with a comprehensive toolkit to delve deep into your clients’ lives, ensuring no detail goes unnoticed. Our platform empowers you to uncover their stories, legacies, dreams, and vital information, enabling you to truly understand what matters most to them. Seamlessly collect personal anecdotes, cherished memories, and essential documents – all within a secure and private digital vault.

Recommendation: Tailored Excellence

Crafting personalized recommendations is an art – and EnduringWishes is your canvas. Armed with an array of insights gathered from the Discovery phase, you can tailor your life insurance recommendations to align perfectly with your clients’ desires. Leverage the intricate details and unique circumstances you’ve learned to create offerings that resonate on a profound level. Your clients will appreciate the personalized touch, knowing that their aspirations are genuinely valued.

Review & Evaluation

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.

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.

Frequently Asked Questions

EnduringWishes is a digital legacy platform that will allow you to create, organize and share all of your important information with your loved ones in a digitally secure space. Create a virtual area with your memories and messages while you begin with your End – of – Life Planning.

EnduringWishes will help the ones you leave behind remember you the way you should be remembered.

Yes, we do. At EnduringWishes, we have created a platform that will allow you to get your affairs in order. With us, you can register images, personal accounts, assets, and more so that your trusted ones can have a clear panorama of your life’s legacy.

EnduringWishes will allow you to choose which information you want to share and to whom. Go fully public or completely private; it is your choice. 

A Deputy is a trusted person that will be able to see your information. You will be able to invite them as your personal Ambassador to help handle your affairs if needed. For additional security, you will be able to grant them access to all of your information, or you can specify what they will be able to see and use.

Signing up is free and easy! Click on the Signup Button. Then, fill in your information, and you are set to go! You can choose a plan once you’re in the app.

The Images and Stories that you leave on EnduringWishes will stay there for your family, friends, and loved ones for up to 12 months. For that time, they will be able to download the images and move your stories to a platform of their choice.

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