Marketing Plus Package


Marketing Letters personalised for YOUR clients at the touch of a button

  • Letters to Guardians
  • Letters to Executors
  • Letters to Trustees
  • Letters to Substitute Trustees
  • Letters to Temporary Trustees
  • Letters to Attorneys
  • Letters to Certificate Providers

You can brand client letters with YOUR company name, logo, contact details and colours to reflect your Corporate identity.

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Coming Soon open curtains

Additional Marketing Package

All of our Advisors place a high value on our Key Features and Benefits & Client Support information sheets, finding them invaluable at the “Point of Sale” to explain and cement the recommendations being made. These will be produced from the Software and can carry your own Company details and logo.

Cartoons Package

Need some help getting the “estate planning message across” to your existing and potential clients ? Our light hearted but thought provoking range of cartoons will make light work of this for you. All of our cartoons can be Re-branded with your Company contact details and logo on request.


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