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NetLaw makes the process of estate planning and the transfer of wealth affordable, simple and convenient with easy online estate planning.
Helping families from all walks of life build a solid financial future.
Taking care of tomorrow today with affordable, simple &
convenient estate planning.
The World of Fax
Technology changes often. Human behavior does not.
Take Care of Tomorrow, Today✓ Build and protect your
customer base ✓ Create deeper client
relationships ✓ Uncover new planning
opportunities ✓ Earn commission day 1 ✓ Protect your client’s legacy
Cash Flow
Debt Management
Emergency Fund
Proper Protection
Build Wealth
Preserve Wealth
“We don’t sell insurance. We help people determine and protect their economic value.”
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Client Interview ProcessUsers are presented with a simple interface which walks users through an interview process. Contextual help content is available on each screen, guiding the user through the document creation process.
Technology recognized by the American Bar Association and awarded the James Keane Award in 2012.
Users select key people from simple drop down menus rather than “filling in the blanks”.
Help resources provided on each screen, guiding users through every step of the process.
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Platform Network EffectsNetLaw provides a platform and ecosystem where the client, attorney, financial advisor and other professionals work in concert to build and preserve wealth.
Clients add their preferred Advisors and professionals.
12
Key People Users must name certain “key people” in their estate plan to serve roles such as Executor, Successor Executor, Guardian, Trustee, etc. NetLaw encourages users to invite their “Key People”, which provides a new lead for the downline advisor.
“Key People and Refer a Friend” referrals generate new business for advisors.
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LifeVaultThe NetLaw Estate Planning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people.
Online “safe deposit box” perfect for storing digital copies of one’s important life documents.
In-App secure sharing of files with network advisors and attorneys.
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Embedded Marketing Questions
The NetLaw Estate Planning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people.
Online “safe deposit box” perfect for storing digital copies of one’s important life documents.
In-App secure sharing of files with network advisors and attorneys.
15
Key People ReferralsThe NetLaw Estate Planning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people.
Online “safe deposit box” perfect for storing digital copies of one’s important life documents.
In-App secure sharing of files with network advisors and attorneys.
1 out of 10 people have a Will
9 out of 10 know they need a Will and an EP
7 out of 9 are considering completing an EP
http://wfg.netlawinc.com/resources-2/
Change in marital statusBuying or selling real estateBirth of or adopting a child Relocation to a new stateChange in employment Change in financial statusPlanning a vacation Child turning 18Starting or selling a businessBirth of grandchildren Individual or family illnessRetirement Losing a loved oneHome or assisted living care
http://wfg.netlawinc.com/netlaw-campaign-manager-messages/
Product Info
Send Invite
Register Client
Watch Video
Help your clients, family and friends! 60% of Americans are without a Will or estate plan, You have the power to help. Challenge yourself. Add a contact or several!
Help Someone
Add Contacts
CONTACT RECENT ACTIVITY DATE
John Doe
Jane Dow
Mark Snow
Jeff Mountain
Sherry Ocean
Berry Pie
Count Chocula
Invited
Landing Page Visit
Took Quiz
Invited Key People
Answered Yes to Mkt.
Purchased Plan
Free Trial Reminder
May 1, 2016
April 30, 2016
April 29, 2016
April 18, 2016
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March 1, 2016
March 1, 2016
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YOUR INVITE URL
SETTINGS
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POINT OF SALE
DASHBOARD
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Contact List
Dashboard
ADD A CONTACT
SHOW NEW LEADSSHOW SALES LEADSSHOW MARKETING LEADSSHOW ALL CONTACTS
Contacts Closed Leads Product Leads Referrals22 Contacts $5500 Potential Sales154 Potential Referrals
0 Closed LeadsLearn How to close your NetLaw leads.
0 New Product LeadsLearn How to develop new product leads.
0 Client referrals154 Potential Referrals$38,500 Potential Sales
Learn How! Learn How!View Details Learn How!
NetLaw Partner Solutions
1. Add/track NetLaw contacts.
2. Send them to a personalized product landing page where they can read about, watch testimonial videos and purchase NetLaw.
4. Agent notified when client answers NetLaw Marketing Questions or invites family or friends.
partner.netlawinc.com
1. Download the Step6 Mobile App
2. Sign up for Training Webinars
3. Share the Video with Prospects
Here are your next steps…
NetLaw exists to help people protect their family, their health and their legacy with easy online estate planning.
wfg.netlawinc.com
1-888-604-4789
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