This Partnership Opens Up Insurance Opportunities for Estate Planners
October 05, 2020
Yourefolio™, the leader in estate and legacy planning software, has partnered with One Resource Group to create an insurance exchange for estate planning professionals and their clients. Yourefolio™ is partnering with One Resource Group to manage the exchange and cases submitted through the platform.
Yourefolio™ will make the exchange available for professionals and their clients who are subscribers. Yourefolio™ will also make the exchange available to consumers through their “Estate Organizer” application. Yourefolio™ has chosen to work with One Resource Group because of their scale, knowledge of industry solutions and level of service for both professionals and clients.
The Insurance Exchange will help professionals run gap analysis, provide quotes for Term, Universal Life, Whole Life and Final Expense insurance policies. Professionals and clients can fill out the applications directly in the platform and even schedule or skip exams.
“We are excited to offer this new exchange to our subscribers and their clients,” said Scott Huff, CEO of Yourefolio. “Estate planning and life insurance go hand in hand, we can now help make sure families are properly insured through this offering.”
“Yourefolio is one of the most innovative planning software programs available in the marketplace and One Resource Group is very excited to partner with this initiative,” said Tony Wilson, Executive Vice President of One Resource Group. “With the ability to join the planning process and objectivity of One Resource Group’s life insurance carrier selection, we’ll be able to streamline the entire user experience from planning to implementation.”
Yourefolio’s™ recently released “Estate Organizer” will also have the exchange available through the application. This application allows professionals to reach clients and prospects in a low intrusive manner. They can add immediate value by helping people organize their estate with no obligation and print out or store the information. While inside the app, if a prospect or client realizes they need insurance, they can do it on their own privately without being sold a product. This tool is especially popular for professionals attempting to tap into employee wellness programs.
The insurance exchange will provide a valuable offering to professionals who estate plan. Life insurance and estate planning are synonymous and offering it through Yourefolio makes it seamless.
Agents seeking to use this tool can access it free. Professional licensing will be handled by One Resource Group.
Yourefolio™ and One Resource Group will co-host a webinar to illustrate the integration on October 15th, 2020 at 2pm EST. To join the webinar please use this link. https://us02web.zoom.us/webinar/register/WN_kantWQvGRuKbFYCCYjNZZg. Continuing education vouchers will be provided for licensed insurance agents by One Resource Group. For more information about Yourefolio™ please visit https://www.yourefolio.com or email firstname.lastname@example.org. For more information about One Resource Group visit http://www.orgcorp.com or email email@example.com
Yourefolio™ is the only comprehensive estate and legacy planning platform for estate planning professionals. The platform is designed to facilitate all activities undertaken by estate planners and their practice. The innovation provides a 21st century approach to estate planning by bringing everything into a modern-day platform. From engagement and prospecting, analyzing and reviews, illustrations, and administration, to settlement and legacy planning, Yourefolio™ provides every tool for an estate planner to practice more effectively and efficiently. Yourefolio™ is the future of estate and legacy planning.
About One Resource Group
One Resource Group is an insurance brokerage that offers a vast range of insurance services, including case design, case management, advanced markets, and experienced underwriting. One Resource Group partner’s with agents to expand their business and continue to lead the industry in knowledge and innovation. One Resource Group has created a business model that allows agents and clients to use as a one stop shop for all their service requirements for life insurance, long term care, disability, critical illness and annuities, making the brokerage experience better for clients and producers.
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