Blogs
Estate Planning Tech Is Booming - But Only One Platform Does It ALL For Advisors
InvestmentNews recently highlighted two rising players in the estate-planning space; Wealth.com and Vanilla, both expanding their reach among advisors and signaling what we’ve known all along: Estate
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Why Power of Attorney May Be the Missing Piece in Your Estate Planning Strategy
Who inherits your clients’ assets when they pass?Will their heirs bear the cost of probate, fight among themselves, and watch their families values slip away?Or will your clients have a succession pla
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Estate Planning: The New Battleground for Advisor Growth
A recent InvestmentNews feature put a spotlight on a sobering reality:95% of affluent investors need to create or update their estate plansOver 30% don’t even have a will or trust in placeAll in the m
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How to Add Estate Planning to Your Practice: A Critical Checklist for Advisors
Estate planning isn’t just another service to consider offering your clients. According to recent studies, 70% of Americans want their advisor to provide estate planning, and 40% would switch to get i
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Why Estate Planning is the Cornerstone of Holistic Financial Planning
Holistic financial planning is one of the most talked-about trends in wealth management today. Advisors everywhere are rebranding themselves as “holistic” in an effort to show clients they do more tha
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Proven Client Acquisition Strategies for Financial Advisors (and How Estate Planning Is the Solution for Every One)
In today’s crowded financial services landscape, client acquisition is both the greatest challenge and the greatest opportunity for advisors. Select Advisors Institute recently outlined ten proven s
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Would 40% of Your Clients Leave You for an Advisor Who Offers Estate Planning? According to Trust & Will’s New 2025 Report, They Would…
In their newly released 2025 Financial Advisor Report, Trust & Will dropped some findings that every advisor should take seriously. At a time when most Americans believe estate planning is vitally i
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She'll Inherit Everything, But Will She Stay? Why Advisors Must Bring Estate Planning Into the Conversation Now
$30 trillion... that’s how much wealth will transfer into the hands of women in the U.S. by 2030. You may have already known this, but did you also know that 70% of widows and divorcees will fire th
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Why 6 in 10 Americans Don’t Have a Will, and How Advisors Can Fill the Gap
When Carter Wilcoxson, founder of ePIC Services Company, tells the story of his wife's family fracturing, it always hits a nerve. Her father and uncle have hardly spoken a word to one another...in o
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Why Small Decisions in Estate Planning Make the Biggest Impact: How ePIC Services Company Sets the Standard
Estate planning can be complicated for multiple reasons, like varying state laws and the fact that quality attorneys aren’t always easy to find (or they're just too expensive). For most financial pro
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The Advisor’s Edge: How Partnering with Estate Planning Experts Can Boost Growth
In today’s hyper-competitive landscape, financial advisors are looking for every edge to attract clients and differentiate themselves from competitors. Surprisingly, one of the most powerful moves
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Understanding Risk Tolerance for Smarter Investments
Why Risk Tolerance Matters Navigating the investment landscape can be daunting, especially when the stakes are high. Understanding your risk tolerance is crucial as it dictates how much uncertainty yo
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5 Proven Ways Advisors Are Winning New Clients Through Estate Planning
In a competitive industry where products are abundant and attention is scarce, smart advisors are shifting their strategy. They’re no longer leading with the next best product; they’re leading with
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Why Every Estate Plan Should End with a Beneficiary Liquidity Plan (BLP)
Estate planning is about more than legal documents and tax efficiency, it’s about preparing your clients' families for life after loss. And while trusts and wills lay the foundation, there’s a critica
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How Estate Planning Can Bring Your Clients Peace of Mind (And Help Grow Your Advisory Business)
"As a financial advisor, you know that your clients’ concerns extend beyond market fluctuations, investment strategies, and retirement planning. In today’s unpredictable world, many clients are seekin
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Should I Incorporate Estate Planning Into My Insurance Practice?
Are you looking for innovating ways to attract new clients and retaining existing ones as an insurance professional? With increasing competition and shifting client expectations, many advisors are l
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FOR ADVISORS: We Are Your Estate and Legacy Planning Solution
Thanks for considering our company as your estate and legacy planning partner. Your success means our success, so please don’t hesitate to ask questions or run ideas by us. We’re here to be yo
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How to Choose the Right Annuity for Financial Stability
In today's unpredictable financial landscape, ensuring a stable future is crucial. For many, annuities offer a secure pathway to achieving this stability. However, navigating the myriad of options ava
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November 2024: A Stellar Month for Investors
As we approached November 2024, the financial landscape was clouded with a mix of uncertainty, thanks to pending elections, "higher" interest rates, and ongoing labor market questions. However, by ear
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Life Insurance Trends and Insights for 2025
As we move into 2025, understanding life insurance trends is crucial for making informed decisions that protect families and secure financial futures. Updated statistics offer insights into coverage n
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