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Struggling to Stand Out, Stay Relevant, or Get Consistent Leads?

Whether you need a full client acquisition model or just a digital marketing refresh, our solutions will help you stand out in a crowded market by leading with estate and legacy planning - 2025's most in-demand advisor strategies.

Done-for-you marketing + Trusted positioning = More of the right clients.

See how top advisors are attracting next-gen clients, generating new revenue, and building multi-generational trust.

The Estate Planning Solution Designed for Growth-Oriented Advisors & Agents Has Everything You Need To

✔ Establish a credible, professional online presence

✔ Attract and nurture high-quality leads

✔ Convert leads into loyal, long-term clients

✔ Streamline client acquisition with a done-for-you system

Our Promise to You
In just 45 to 60 days, we’ll help you position yourself as the go-to advisor for estate and legacy planning, so that you can confidently attract next-gen clients and create long-term growth.
What's Included?
PREMIUM Client Acquisition Kit
$5997 One Time Set Up | $97/ Month Subscription
Everything listed below is part of our complete, done-for-you system, designed to help you attract, convert, and retain high-value clients.
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Build Immediate Trust With Prospects With Our Branding & Marketing Kit

  • Customized website to position you as an estate & legacy planning expert
  • Website hosting, maintenance, and unlimited updates
  • Logo Design/Refresh to match your brand
  • Mission statement creation
  • About page & bio written by our professional copywriter
  • Branded team page that blends your name with our estate planning experts
  • High-quality, co-branded & customized video content
  • Access to ePic Services Co.'s Outsourced Estate Planning Team to seamlessly integrate estate planning solutions into your practice (Includes Professional onboarding for all eStatePlan™ clients, legal review, and more!)

Lead Generation & Conversion

  • Customized email nurturing sequences to warm up leads and drive appointments
  • Estate & legacy planning 'stress test' lead magnet tool for clients and prospects
  • Automated follow-up system to nurture leads until they're ready to book

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Event Marketing, Planning & Webinars

  • On-demand digital webinar hosted on your website. Complete with a branded registration page, automated follow-up email sequence for attendees & non-attendees, and ready-to-use “Event Registration Video” branded to you  (see it in action)
  • Co-branded 'event registration video' & email marketing sequences for non-attendees + attendees
  • Event promotion & venue support included, with our 30 buying units guarantee (additional charges apply)

    *Each additional estate and legacy planning event is $3500 and guarantees that at least 30 Buying Units will register for your event at a minimum.

 

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Authority & Visibility Marketing

  • LinkedIn profile refresh + weekly content publishing
  • Pre-written monthly blog posts to stay top-of-mind with clients & prospects
  • Guest feature on The Health & Wealth Podcast
  • 10 hours of creative credit for custom marketing videos or assets with CSI Productions
  • Access to 120+ turnkey client-facing videos via WebPrez 
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Ongoing Support & Optimization 

  • One-on-one strategy & training calls to guide your client acquisition journey
  • G-Suite professional setup & training to streamline your workflow
  • Ongoing website performance monitoring & support
  • Access to a trusted, industry-vetted Virtual Assistant- Vanessa Marie
  • Guidance on earning your Behavioral Financial Advice (BFA) designation - CLICK HERE TO LEARN MORE
  • Exclusive partner discounts:
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Learn More 

Choose Your Path to Growth

Not ready to purchase our PREMIUM Client Acquisition Kit? Choose the package that best fits your current goals below!

Turnkey Marketing & Branding Package

Our MVP Kit is perfect for advisors who want ready-to-go tools that boost credibility and nurture leads automatically

-$997-

$97/ Month Subscription 
  • 130+ estate planning, annuity, and life insurance explainer videos
  • Customized email signature to make your emails more professional with a clear CTA for your prospects
  • Branded, on-demand virtual webinar + email nurturing campaign
  • 4 proprietary explainer videos customized to your brand

Digital Marketing Package + Website

Best for advisors ready to elevate their brand and online presence with professional, done-for-you support

-$2497-

$97/ Month Subscription 
  • Everything in our MVP Package, Plus... 

  • Our expert marketing and branding team will craft the online presence you deserve. 

  • Custom-built advisor website (Includes: Hosting, maintenance, & unlimited updates, customized 'about' page &bio, and a branded team page

Host An Estate Planning Event

Designed for advisors who want qualified leads in a room and a proven presentation that converts

-$3500-

Per Campaign 
  • We'll get ideal clients in front of you to deliver the three E's: Educate, Enlighten, and Empower them to take action & become your estate and legacy planning client
  • We'll provide a customized PPT presentation, attendee handouts, plus 1-on-1 mentorship and training
  • Lock in our guarantee that 30 buying units (at minimum) will be registered for each event you create with us.

Why Advisors Choose the Client Acquisition Kit

A complete system designed with your time, reputation, and results in mind.

✔ Proven Results used by 60+ advisors to grow their practice and generate consistent revenue
✔ Time-Saving -spend less time on marketing and more time serving clients
✔ Built for Financial Professionals -designed specifically for advisors & insurance agents
✔ No Tech Headaches -fully managed and supported

"Partnering with ePIC Services Company was a game-changer. Their Advisor Partner Client Acquisition Kit gave me everything I needed to start booking quality appointments with ease. It was a no-brainer investment that paid off within the first month."

Advisor Testimonial

Jason M., Independent Financial Advisor