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Press Release
Apr 25, 2019
Everplans and Symmetry Financial Group Announce Partnership
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Press Release
Oct 3, 2017
Western & Southern and Everplans to Provide Life and Legacy Solution to Consumers
NFL Commentator Cris Collinsworth featured in national campaign to drive awareness of initiative and highlight the importance of planning
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Press Release
Mar 8, 2017
Everplans Professional and Orion Advisor Services Announce Integration to Enhance Advisors' Referral Networks
Everplans Professional named "Best New Financial Planning Integration for New Business and Retentions" at 2016 Orion FUSE Conference
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Press Release
Feb 16, 2017
Everplans Professional Launches Network Amplifier
New Feature Enables Financial Professionals to Grow their Business and Retain AUM
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Press Release
Nov 2, 2016
New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk
Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs.
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