Tuesday, November 17 | 2 PM EST / 11 AM PST

Learn why digital estate planning is one of your clients' biggest needs, see a live demo, and find out how to get it embedded in the products you write.

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  • Our house 45%
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  • Family car 5%
  • Bank account 15%
Last Will & Testament
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Webinar Details

Live webinar | Real-time demonstration

Only 1 in 3 families has a will. Estate planning has become one of the top needs clients bring to their advisor relationship.

Accelerated death benefits, chronic illness riders, and long-term care all wait for something to go wrong. Carriers are now building in support clients can use from day one, starting with estate and legacy planning: a will, health care directive, power of attorney, and a secure place for cherished memories and messages.

One policy becomes an ongoing relationship with the whole family. You’ll hear how financial professionals use Empathy as a living benefit to stay engaged with clients long after the sale, which policies and annuities it fits best, and how to get it built into more of the business you write. Then see it for yourself in a live demo of both the client experience and the view you get as their agent or advisor.

Empathy's advisor view suggesting a good time to share an estate planning guide with a client

What you’ll learn

  • Understand client needs

    Know what clients want from you during life's biggest moments, and where most practices fall short.

  • Discover built-in logistical and emotional support

    See why support, built right into the product as a living benefit, deepens an ongoing client relationship.

  • See Empathy digital estate planning in action

    See Empathy live, from your client's first document to the progress updates and talking points it gives you. Learn how top agents and advisors use life's biggest moments to engage entire families and grow their book.

Meet the speakers

  • Seth MillerChief Distribution Officer, Empathy

    Seth leads distribution at Empathy, partnering with insurance carriers, other financial institutions, and their field leaders, agents, and advisors to bring planning and support to the families they serve. Prior to Empathy, he held leadership roles in wealth management and in distribution at Transamerica.

  • Andres MazabelHead of Estate Planning Solutions, Empathy

    Andres spent more than ten years in private banking and financial planning, working directly with clients before joining Empathy to help advisors bring estate planning into everyday client conversations.

Join us live, or register for the recording

See how digital estate planning helps guide families through life's biggest moments, ensuring you’re part of their story for years to come.