An Opportunity for Fraternal Life Insurers – Offer Complementary Online Estate Planning Services
Fraternal life insurers have long been champions of serving specific communities with tailored insurance products and services. Rooted in a tradition of mutual support and shared values, these not-for-profit organizations are uniquely positioned to further deepen their relationships with members by addressing broader financial security needs. One essential service that complements the mission of fraternals is estate planning, including a will, advance health directive and financial power of attorney. Simple online estate planning platforms like LifeLegacy offer fraternal insurers an opportunity to provide a meaningful complementary service that dovetails perfectly with the protection of life insurance and annuity product while fostering loyalty and engagement.
Nonprofits: The Business Case for Integrating Estate Planning into Your Fundraising Strategy
For nonprofits, the challenge of sustaining operations and funding mission-critical initiatives is ever-present. Many organizations focus heavily on annual giving campaigns or a handful of fundraising events, leaving a critical opportunity untapped: a dedicated planned giving strategy. Integrating estate planning into your fundraising plan can unlock a steady stream of future contributions, ensuring long-term financial stability and deepening donor relationships.
