NFL Commentator Cris Collinsworth featured in national campaign to drive awareness of initiative and highlight the importance of planning

Everplans Professional named "Best New Financial Planning Integration for New Business and Retentions" at 2016 Orion FUSE Conference

New Feature Enables Financial Professionals to Grow their Business and Retain AUM

Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs.