Unlock New Revenue Streams with My-Legacy’s Digital Estate Planning Solutions
Partner with us to provide cutting-edge, AI-driven estate planning and insurance services, helping your clients secure their future while driving growth and innovation for your business.
Why My-Legacy is Your Ultimate Revenue Partner
Partnering with My-Legacy unlocks exclusive benefits designed to boost revenue and enhance your business. Here’s why top insurance providers trust us:
Unlock Cross-Selling Potential
Effortlessly integrate modern estate planning tools with your insurance products, driving sales through AI-powered upsell opportunities.
Strengthen Client Relationships
Enhance client trust by addressing every aspect of financial security, from estate planning to insurance, fostering deeper, long-term connections.
Boost Efficiency with AI Automation
Streamline lead qualification and deliver tailored insurance recommendations, maximizing conversion rates.
Stay Ahead of the Competition
Set your offerings apart by providing integrated estate planning solutions that cater to the rising demand for comprehensive financial protection.
Generate Recurring Revenue
Create a steady stream of income by offering bundled subscriptions that combine estate planning with insurance coverage.
How We Ensure Your Business Success
My-Legacy isn’t just a partner—it’s the catalyst that accelerates your business success. Here’s how we drive your growth:
Seamless Integration
Easily integrate My-Legacy with full onboarding support and ongoing training.
AI-Powered Personalization
Utilize AI to deliver customized insurance recommendations, boosting conversion rates.
Client Acquisition Support
Access ready-to-use marketing materials designed to attract and engage new clients.
Continuous Revenue Growth
Leverage insights to refine strategies, unlocking ongoing growth and maximizing cross-selling opportunities.
Ready to Boost Revenue with My-Legacy?
Partnering with My-Legacy means more than just adding value for your clients—it’s about accelerating your business growth. Our powerful platform equips you with the tools and support to increase sales, build client loyalty, and unlock new revenue streams.
Get Started Today
We’re here to help you shape the future of digital estate planning and insurance. Let’s collaborate to drive innovation and growth for your business.
Reviews That Speak Volumes
Mariah P
I never thought about estate planning because I’m only 31. This made me realize how much my digital life matters too. Setting it up was surprisingly easy.
Priya N
Teacher, Mumbai
Everything’s in one place, and I feel a hundred times more prepared.
Clara M
I love how simple it was to get everything organized. No legal jargon, no stress. Just peace of mind.
Tanya R
I didn’t realize how messy my digital and financial life was until I started listing it all here. This made me feel like a responsible adult for the first time!
Ricardo S.
I’ve been putting this off for years. One of the best decisions I’ve made for my family. Especially loved the digital vault feature!
Malik R
Everything’s in one place now. From my crypto keys to medical wishes. My wife feels so much better about it too.
Anil K.
As a small business owner, I had no idea how complicated things would be if I wasn’t around. This gave me peace of mind knowing everything is organized for my wife and kids.
Kyle Shannon
Attorney
Anudeep gavini
IT Professional
Jishnu C
IT Professional
Shreyas B
IT Professional
MKVNath
Consultant
Frequently Asked Questions
My-Legacy collaborates with life, health, disability, and long-term care insurance providers. Whether you specialize in individual or group policies, our platform can enhance your offerings and drive cross-selling opportunities.
Our platform seamlessly integrates with your current systems through an easy onboarding process. We provide full support, including API integration, training sessions, and marketing materials to get you started quickly.
Our AI tools identify client needs through their estate planning journey and suggest targeted insurance products. This increases cross-selling opportunities and drives higher conversion rates, ensuring more sales for your team.
My-Legacy provides ready-to-use marketing templates, client engagement strategies, and co-branded promotional materials to help you attract and convert more clients.
Yes, My-Legacy prioritizes security with advanced encryption protocols, data privacy compliance (such as GDPR and HIPAA), and regular system audits to protect client information.
You can bundle My-Legacy’s tools with your insurance services, offering clients subscription-based solutions. This ensures a steady stream of recurring revenue for your business.
Many of our partners see measurable improvements in client acquisition, sales growth, and conversion rates within the first 3-6 months of integrating My-Legacy.
Our AI-powered chatbot pre-qualifies leads by analyzing their estate planning needs and insurance requirements. This ensures that only high-value prospects are routed to your sales team, saving time and resources.
Absolutely. We offer flexible customization options to ensure the platform aligns with your specific business needs and objectives.
