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WFG NetLaw
NetLaw provides online estate planning services to help families plan their financial future through affordable and simple online estate planning. It uses an interview process to guide users through creating estate planning documents, allowing them to select key people through drop down menus. The platform creates a network where clients, advisors, attorneys and other professionals can collaborate and share documents securely online through a digital vault system. It is designed to make estate planning accessible while generating new business opportunities and referrals for advisors through connections on the platform.
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WFG NetLaw
- 2. NetLaw makes theprocess of estate planning and the transfer of wealth affordable, simple and convenient with easyonlineestateplanning.
- 3. Helping families fromall walks of life build a solid financial future. Taking care of tomorrow today with affordable, simple & convenient estate planning.
- 4. The World ofFax Technology changes often. Human behavior does not.
- 6. Take Care ofTomorrow, Today ✓Build and protect your customer base ✓ Create deeper client relationships ✓ Uncover new planning opportunities ✓ Earn commission day 1 ✓ Protect your client’s legacy
- 7. Cash Flow Debt Management EmergencyFund Proper Protection Build Wealth Preserve Wealth
- 9. “We don’t sellinsurance. We help people determine and protect their economic value.”
- 10. 10 Client Interview Process Usersare presented with a simple interface which walks users through an interview process. Contextual help content is available on each screen, guiding the user through the document creation process. Technology recognized by the American Bar Association and awarded the James Keane Award in 2012. Users select key people from simple drop down menus rather than “filling in the blanks”. Help resources provided on each screen, guiding users through every step of the process.
- 11. 11 Platform Network Effects NetLawprovides a platform and ecosystem where the client, attorney, financial advisor and other professionals work in concert to build and preserve wealth. Clients add their preferred Advisors and professionals.
- 12. 12 Key People Users mustname certain “key people” in their estate plan to serve roles such as Executor, Successor Executor, Guardian, Trustee, etc. NetLaw encourages users to invite their “Key People”, which provides a new lead for the downline advisor. “Key People and Refer a Friend” referrals generate new business for advisors.
- 13. 13 LifeVault The NetLaw EstatePlanning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people. Online “safe deposit box” perfect for storing digital copies of one’s important life documents. In-App secure sharing of files with network advisors and attorneys.
- 14. 14 Embedded Marketing Questions The NetLawEstate Planning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people. Online “safe deposit box” perfect for storing digital copies of one’s important life documents. In-App secure sharing of files with network advisors and attorneys.
- 15. 15 Key People Referrals TheNetLaw Estate Planning Platform is built upon a secure vault system designed to store user’s estate planning documents and other important life documents. This platform enables secure “in-app” file sharing with trusted advisors, professionals and key people. Online “safe deposit box” perfect for storing digital copies of one’s important life documents. In-App secure sharing of files with network advisors and attorneys.
- 17. 1 out of10 people have a Will 9 out of 10 know they need a Will and an EP 7 out of 9 are considering completing an EP
- 19.
- 20. Change in maritalstatus Buying or selling real estate Birth of or adopting a child Relocation to a new state Change in employment Change in financial status Planning a vacation Child turning 18 Starting or selling a business Birth of grandchildren Individual or family illness Retirement Losing a loved one Home or assisted living care
- 21. Take the quiz- wfg.netlawinc.com
- 22.
- 24. Product Info Send Invite RegisterClient Watch Video
- 27. Help your clients,family and friends! 60% of Americans are without a Will or estate plan, You have the power to help. Challenge yourself. Add a contact or several! Help Someone Add Contacts CONTACT RECENT ACTIVITY DATE John Doe Jane Dow Mark Snow Jeff Mountain Sherry Ocean Berry Pie Count Chocula Invited Landing Page Visit Took Quiz Invited Key People Answered Yes to Mkt. Purchased Plan Free Trial Reminder May 1, 2016 April 30, 2016 April 29, 2016 April 18, 2016 March 24, 2016 March 1, 2016 March 1, 2016 VIEW DETAILS VIEW DETAILS VIEW DETAILS VIEW DETAILS VIEW DETAILS VIEW DETAILS VIEW DETAILS LOG OUT YOUR INVITE URL SETTINGS HELP POINT OF SALE DASHBOARD http://bit.ly/1XA4j31 Contact List Dashboard ADD A CONTACT SHOW NEW LEADSSHOW SALES LEADSSHOW MARKETING LEADSSHOW ALL CONTACTS Contacts Closed Leads Product Leads Referrals 22 Contacts $5500 Potential Sales 154 Potential Referrals 0 Closed Leads Learn How to close your NetLaw leads. 0 New Product Leads Learn How to develop new product leads. 0 Client referrals 154 Potential Referrals $38,500 Potential Sales Learn How! Learn How!View Details Learn How! NetLaw Partner Solutions 1. Add/track NetLaw contacts. 2. Send them to a personalized product landing page where they can read about, watch testimonial videos and purchase NetLaw. 4. Agent notified when client answers NetLaw Marketing Questions or invites family or friends. partner.netlawinc.com
- 28. 1. Download theStep6MobileApp 2. Sign up for TrainingWebinars 3. SharetheVideo with Prospects Hereareyournextsteps…
- 29. NetLaw exists tohelp people protect their family, their health and their legacy with easyonlineestateplanning. wfg.netlawinc.com 1-888-604-4789 shisey@netlawinc.com