Customer Engagement in Insurance: Building Long-Term Value After Policy Purchase
TL;DR Customer engagement in insurance is largely built around two moments: Both matter. But the relationship between those two events can span 20 to 40 years, and during that entire period, almost nothing is done to maintain the operational connection between the policy and the family it was intended to protect. The result shows up […]
Packaging Add-On Benefits To Your Life Insurance Policies: The Case For Insurance Companies
TL;DR The Post-Payout Gap Every Carrier Owns Most carriers consider the job done when a claim is paid. From an underwriting and claims standpoint, that is correct. What carriers often do not account for is that the policyholder relationship does not end at the claim. What happens next still happens under the carrier’s brand. When […]
Financial Wellness Benefits for Employees: The 7 Layers Companies Need To Offer
Most financial wellness benefits for employees stop at retirement planning. Discover the 7 layers companies offer and the gap every package still leaves open
What Is Family Continuity Planning? A Guide for Individuals and Families
Family continuity planning organizes your accounts, policies, and documents so your family can find everything when it matters. Learn the 8 elements
How to Prevent Assets and Accounts From Becoming Unclaimed After Death
Families lose billions in forgotten accounts and unclaimed assets after death. SmartHeritance helps families organize, track, and securely pass on assets.
The Limits of Password Managers in Legacy Planning
Learn why password managers alone are not enough for estate planning and how families can organize financial accounts, access, and important information
From Transactional to Transformational: How Estate Planners Can Build Recurring Revenue with SmartHeritance
Most estate planners rely on one-time clients. Learn how offering ongoing estate updates, digital asset tracking & SmartHeritance can create recurring revenue.
Overcoming Inheritance Hurdles with SmartHeritance
Take control of your asset management and simplify inheritance for your loved ones
Did You Know That Only 32% of U.S. Households Have a Will or Trust Set Up?
Secure your legacy: Only 32% of U.S. households have a will. Discover why estate planning matters.
Avoiding Inheritance Pitfalls: Why Trusts and Wills May Not Be Enough
Discover why trusts and wills alone may not guarantee a smooth inheritance—and how to avoid pitfalls.