Everplans GUAA 2019: Value-Added Services for the Here and Now Casey Pursley, RGAX Sales Solutions Consultant
EverplansGUAA 2019: Value-Added Services for the Here and NowCasey Pursley, RGAX Sales Solutions Consultant
Universally needed product.
43% haven’t had conversations.
80% say it’s important to share information.
95% say they want help.
$58BLLION
Unclaimed Assets
$58BILLION
#1 in search for……naming of power of attorney…eldercare arrangements …get help finding life insurance…how to pre-plan a funeral
Guidance UpdatesSecureStorage Sharing
Product Demo
It all starts with context.
GETTING MARRIED
BUYING A HOME
HAVING A CHILD
RETIREMENTEND OF
LIFE
WILL
LIFE INSURANCE
STARTING A NEW JOB
SUPPORTING AN AGING PARENT
We reach people at perfect life moments that create planning momentum.
3 Modes of Distribution
Agents/Advisors Carriers Employers
Lifelong engagement creates unique opportunities
Develop deeper relationships
Create ongoing engagement
Uncover up-sell and cross-sell opportunities
Introductions tonext generation High context
referrals
Reinforces the value of other benefits
Provider Benefits
85%of surveyed Everplans recipients
say the benefit has already or will in the near future
help them to make progress on their plans
80%of surveyed Everplans recipients
say the benefit has positively Impacted their perception
of the company that provided Everplans