Prepare Your Clients For The Unexpected

Raymond James Is Pleased To Offer Everplans At An Exclusive Rate

With Everplans you can help your clients get together all of the most important information their families really need to know about - everything from wills, to life insurance policies, to healthcare directives, pet information, online accounts and more.

  • Build deeper client relationships
  • Offer services beyond the balance sheet
  • Enhance your client experience
  • Create multigenerational relationships
  • Retain assets passing between generations
  • Differentiate and market your practice

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What is Everplans Professional?

 
 
 
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"The more clients and prospects the advisor creates an Everplan for, the more referrals they are likely to get."

- Joel Bruckenstein, FA Magazine
 

"A gamechanger for many independent advisory firms."

- Bob Clark, ThinkAdvisor

Engage Clients

Strengthen client relationships by starting new conversations, beyond just your clients' finances.

Expand Your Advisory Role

Prove your worth as an advisor by filling gaps in your clients’ planning.

Extend Your Reach

Connect with the next generation of clients by working with both benefactors and beneficiaries.