Value-added service of the month #3: Estate planner
In addition to the ongoing optimization of already successful value-added programs, we strive to monitor the market thoroughly in order to identify the demand and changing needs of your customers at an early stage – the result: the estate planner.
One of these needs-based products in our wide range of value-added services is the estate planner as a holistic “pension approach” for your customers. Because, contrary to what many people think, retirement planning is not an issue that only affects older people. It is the totality of measures designed to avoid uncertainties later on. This includes financial matters, legal documents, contracts, insurance, health and care. However, the digital estate with regard to social media accounts or email inboxes also plays an important role nowadays. This is because the estate planner is relevant for every target group, regardless of age.
In addition to making their own provisions, your customers can also make provisions for loved ones, such as family members. The aim here is to make self-determined decisions while you are still able to do so and thus relieve relatives of organizational work or even difficult decisions in an emergency.
Our digital assistant supports you with pension planning
All of this is done via a specially developed platform for estate management and pension planning. Our digital assistant guides your customers step-by-step through the entire planning process and makes specific recommendations depending on the phase of life and based on an individual needs check. The most important documents, such as a will, living will or power of attorney, can be created in just a few minutes using the document configurator.
Test the estate planner now for free!
Do you want to offer your customers “more” and are considering introducing individual value-added services or even several value-added packages in your company?
Then see the added value of our services and packages for yourself and test a product of your choice free of charge for a year!