A vision for infinite engagement€¦ · 10ding Èhe Right Life Insuranc E Share em Ijury by...
Transcript of A vision for infinite engagement€¦ · 10ding Èhe Right Life Insuranc E Share em Ijury by...
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EverplansGUAA 2019: Value-Added Services for the Here and NowCasey Pursley, RGAX Sales Solutions Consultant
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Universally needed product.
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43% haven’t had conversations.
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80% say it’s important to share information.
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95% say they want help.
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$58BLLION
Unclaimed Assets
$58BILLION
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#1 in search for……naming of power of attorney…eldercare arrangements …get help finding life insurance…how to pre-plan a funeral
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Guidance UpdatesSecureStorage Sharing
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Product Demo
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It all starts with context.
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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.
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3 Modes of Distribution
Agents/Advisors Carriers Employers
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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
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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
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