Parents holding their two young children close at sunset

Go beyond the policy

Help clients navigate life’s hardest moments with Empathy, building stronger relationships that last across generations.

New York Life
Prudential
Lincoln Financial
Transamerica
Equitable
Allianz
Securian
Thrivent
Symetra
Principal
Aflac
MetLife
TIAA
Amica
Voya
The Hartford

Build loyalty at every moment that matters.

  • 72%

    of consumers want to engage a professional before buying life insurance. Fewer than one in six do.

  • 49%

    of families say digital estate planning would make them more open to other products from their insurer.

  • 80%

    of heirs moved on from their parent’s financial professional after inheriting.

Simplify estate planningMake planning accessible. Guided flows, in-line explanations, attorney-built documents, and AI-driven tools to prepare for hard conversations

Ease caregiving burdensGive caregivers and recipients personalized logistical help, content from clinical and well-being experts, and a trained Care Team, available remotely.

Guide clients through lossTurn an overwhelming maze into manageable, delegated steps, plus emotional support built by experts, and Care Managers available 24/7.

Show up when it mattersCreate continuous, meaningful touchpoints and build trust in crucial moments, strengthening client relationships across generations.

Turn every moment into a loyalty moment.

  • Reasons to reconnect

    Deepen relationships through contextual engagement

  • More than transactions

    Show up meaningfully during transitions and life’s hardest moments

  • Increase client retention

    Provide a living benefit from day one

  • Build relationships beyond the policy

    Become the trusted advisor the whole household turns to

Live webinar + demo • Tuesday, November 17 | 2 PM EST / 11 AM PST

Beyond the Sale: Estate Planning as a Day-One Living Benefit

Learn why digital estate planning is one of your client’s biggest needs, and how to get it embedded in the products you write. Live session with former distribution executive and Empathy Chief Distribution Officer, Seth Miller.

Save your seat – Beyond the Sale: Estate Planning as a Day-One Living Benefit

However you're structured, the relationship is the asset.

  • Captive agents and advisors

    Build a book that compounds. Stay indispensable to clients and earn loyalty without adding to your workload.

  • Independent agents and brokers

    Offer an experience that supports clients and their families through challenges and complexity.

  • Principals and field leadership

    Recruit and keep top agents and advisors by giving them more to offer.

  • IMOs, FMOs, and distribution partners

    Help your producers increase persistency and cross-sell opportunities.

Deeper relationships, increased loyalty, a book that lasts.