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Finaeo and Willful Launch Advisor Partnership Program

Willful and Finaeo are joining forces to help Canadian advisors digitize their workflow and create seamless experiences for their clients. Life insurance and estate planning are both important components of any holistic financial plan. As such, advisors can now offer their clients well-rounded asset protection through Willful and Finaeo. 

57% of Canadians do not have a will or an estate plan, putting their finances at risk. Through this partnership, Finaeo advisors can not only help their clients understand the importance of estate planning in addition to insurance, but make the process of completing a will easier through Willful’s digital platform. 

Why join this program?

Finaeo advisors will have access to Willful’s digital estate planning tools at an exclusive partnership rate. Additionally, advisors that currently use Willful will also have access to Finaeo’s life and health insurance platform for free!

About Willful

Willful is an online estate planning platform that helps Canadians make their wills and create power of attorney documents from the comfort of their homes. Willful aims to provide peace of mind to Canadians by delivering an affordable, easy to use platform for all their estate planning needs. With the help of experienced estate lawyers and intelligent technology, Willful creates an end-to-end experience by guiding advisors from customizing their clients’ legal documents while avoiding common errors to generating signature-ready documents that can be printed or updated at any time. Estate planning is an important aspect of any holistic financial plan, and advisors can now turn to Willful to ensure their clients’ estates and assets are protected.

Benefits of signing up for Willful through this partnership program:

  • Exclusive client referral discount on Willful plans (greater than the Willful for Professionals discount)
  • Exclusive volume discount (greater than the Willful for Professionals discount)
  • Marketing toolkit: branded brochure and estate planning checklist with advisor logo, images, FAQs and sample social media posts
  • Monthly newsletter
  • Dedicated webinars
  • Additional will registry codes

Finaeo and Willful both aim to use intelligent platforms to help advisors streamline their process. Through this partnership program, Willful insurance advisors will benefit from creating seamless prospect-to-policy experiences for their clients. While Finaeo advisors will gain valuable estate planning tools that will allow them to maximize their portfolio.

Click here to learn more and access Willful’s exclusive offers.