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.