EverplansGUAA 2019: Value-Added Services for the Here and NowCasey Pursley, RGAX Sales Solutions Consultant

Universally needed product.

43% haven’t had conversations.

80% say it’s important to share information.

95% say they want help.

$58BLLION

Unclaimed Assets

$58BILLION

#1 in search for……naming of power of attorney…eldercare arrangements …get help finding life insurance…how to pre-plan a funeral

Guidance UpdatesSecureStorage Sharing

Product Demo

It all starts with context.

GETTING MARRIED

BUYING A HOME

HAVING A CHILD

RETIREMENTEND OF

LIFE

WILL

LIFE INSURANCE

STARTING A NEW JOB

SUPPORTING AN AGING PARENT

We reach people at perfect life moments that create planning momentum.

3 Modes of Distribution

Agents/Advisors Carriers Employers

Lifelong engagement creates unique opportunities

Develop deeper relationships

Create ongoing engagement

Uncover up-sell and cross-sell opportunities

Introductions tonext generation High context

referrals

Reinforces the value of other benefits

Provider Benefits

85%of surveyed Everplans recipients

say the benefit has already or will in the near future

help them to make progress on their plans

80%of surveyed Everplans recipients

say the benefit has positively Impacted their perception

of the company that provided Everplans