Yourefolio partners with One Resource Group to create insurance exchange

Estate and legacy planning software company Yourefolio has partnered with One Resource Group to create an insurance exchange for estate planning professionals and their clients. The exchange is available for professionals and their clients who are subscribers and to consumers through their “Estate Organizer” application.

The Insurance Exchange will help professionals run gap analysis, provide quotes for Term, Universal Life, Whole Life and Final Expense insurance policies. Professionals and clients can fill out the applications directly in the platform and even schedule or skip exams.

“We are excited to offer this new exchange to our subscribers and their clients. Estate planning and life insurance go hand in hand, we can now help make sure families are properly insured through this offering.” – CEO of Yourefolio, Scott Huff.

“Yourefolio is one of the most innovative planning software programs available in the marketplace and One Resource Group is very excited to partner with this initiative. With the ability to join the planning process and objectivity of One Resource Group’s life insurance carrier selection, we’ll be able to streamline the entire user experience from planning to implementation.” – Executive Vice President of One Resource Group, Tony Wilson.

Yourefolio’s recently released “Estate Organizer” will also have the exchange available through the application. This application allows professionals to reach clients and prospects in a low intrusive manner. They can add immediate value by helping people organize their estate with no obligation and print out or store the information. While inside the app, if a prospect or client realizes they need insurance, they can do it on their own privately without being sold a product. This tool is especially popular for professionals attempting to tap into employee wellness programs.

The insurance exchange will provide a valuable offering to professionals who estate plan. Life insurance and estate planning are synonymous and offering it through Yourefolio makes it seamless. Agents seeking to use this tool can access it free. Professional licensing will be handled by One Resource Group.