As an extension of a service, this planner:

Gain continued visibility with your brand,

Provide a more caring, modern client experience.

Creates natural check-in opportunities (bi-annual/annual).

Increase likelihood your business is the first call when needed.

Continued marketing without feeling salesy.

As a modern HR benefit, this planner:

Shows you support employees beyond traditional benefits.

A simple way to helps reduce employee stress.

Helps employees better determine insurance needs.

Protection that extends beyond just the employee.

Gives quick access to emergency contacts,

Can be paired with emergency planning lunch and learns or company sponsored notary services to truly up your HR game.