For Finance Professionals

Accountants, Financial & Legacy Planners, and Related Professionals

People are looking for easier access to and greater value when it comes to planning for incapacity or death. By partnering with Plan Well Guide, you will be able to offer your clients a more holistic planning experience, without adding any overtime.

Adding Value to your Practice

Health is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future healthcare. This does not require any healthcare planning on your part, all you need to do is refer them to us, and we’ll take care of the rest.

Partnering with Plan Well helps you:

Acquire New Clients

We will encounter people who don’t have their financial documents in place. We will refer them to our Certified Financial Planning Partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your organization.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their other financial planning documents over time, leading to increased client retention.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its user to remind them to update their planning documents. By doing so, we prompt your clients to update their other financial planning documents over time, leading to increased client retention.

Enhance Client Experience

There are 3 pillars in good planning: Financial, Legal and Medical. Adding the third pillar by encouraging your clients to plan for future medical care rounds out their experience, and ensures they are fully prepared for the future.

How to offer Plan Well

The context of coaching the client on will and estate planning or trusts and trustees is a natural place to offer our service as a complimentary tool for your client. Especially when you are talking about Representatives and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for future medical care.

In addition, Plan Well Guide offers discounted rates to your clients to access our premium services through our coupon code program. 

Another opportunity to add Plan Well Guide into your value proposition may be when discussing future insurance needs, such as life, disability, critical illness, or long-term care insurance, or emergency fund planning. Just like your clients need to plan financially for such serious matters, your clients also need to plan ahead for their health care, so they are more likely to get the medical care that is right for them with less stress upon the family member who has to represent them.

Partner with Us

Partner with us in 3 simple steps:

  1. Get in touch with us! Please use the contact form below to submit your request.
  2. Check out our additional resources for planning professionals, including a toolkit, seminars and consultations.
  3. We recommend that you work through our Guide(s) to better understand our service.

Additional Resources

Client Discount

  • Become a Plan Well Partner
  • Activate your unique discount code for your practice
  • Distribute your coupon code to your clients 

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