Benefits Brokers & Total Rewards Consultants
Add a differentiated benefit to the solutions you bring employers.
Stand out in competitive RFPs. Offer employer clients a high-impact digital estate and household continuity benefit with zero administrative burden and turnkey co-branding.
Win More Brokerage RFPs
Introduce a fresh, modern voluntary benefit that addresses family financial wellness beyond standard life and disability insurance.
Zero-Overhead Setup
No complex HRIS integrations required. Employers distribute private activation links directly to eligible teams in minutes.
Co-Branded Broker Visibility
Keep your agency and advisory brand visible on client home bases, strengthening long-term client retention and cross-sell opportunities.
Turnkey Broker Toolkit (DF-7 & P4)
Ready-to-use one-pagers, demo decks and rollout kits
Equip your producers with co-branded pitch collateral, employer ROI calculators, and sample client walkthroughs.