Partnering with Everest
Financial Professionals
Establish Multi-Generational Trust
Your customers trust you to guide them through life’s most important financial decisions. By adding Everest’s expert guidance, planning tools, and personalized assistance, you add lasting value, reinforcing your role as a trusted advisor.
Everest enhances your value to customers by providing a seamless, expert-led approach to end-of-life planning—an important yet often overlooked element of holistic financial planning. With Everest, you will be able to offer value in a unique way that creates enduring trust across generations.
By integrating Everest into your practice, you provide an additional level of care that can:
- Differentiate your firm
- Increase your Retention Rate
- Increase customer referrals and multi-generational growth
Why Partner with Everest?
Differentiate Your Practice & Deepen Customer Trust
Go beyond traditional financial planning by offering a service that provides real, tangible support during one of life’s most challenging moments.
Support Customers & Their Families with Confidence
Estate planning isn’t complete without addressing end-of-life arrangements. Everest helps your customers make informed, stress-free decisions—ensuring their financial and personal wishes are carried out smoothly.
Seamless Integration with Your Advisory Services
Everest’s support complements your financial planning approach with no additional complexity. Our unbiased, expert-led solutions enhance your ability to provide holistic financial guidance, while also strengthening multi-generational relationships.
What Everest Provides for Investment Firms & Their Customers
24/7 Expert Guidance
Everest’s advisors provide round-the-clock support, helping customers and their families navigate funeral planning, compare costs, and ensure their wishes are honored.
Smart Planning Tools*
Everest’s PriceFinderSM, Will PrepSM, and Tenzing® offer secure, easy-to-use resources that help customers plan effectively while staying organized.
*Selection of tools can be customized
Personalized Concierge Services
A Meaningful Service Without Added Complexity
Everest seamlessly integrates into your advisory practice, providing a simple yet powerful way to enhance customer relationships, improve retention, and reinforce your commitment to holistic financial planning.
Let’s Connect
Discover how Everest can help grow your advisory services.
Contact us today to learn more.