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Attract More Clients with a Proven Estate Planning System
+ Grow your business and unlock new revenue streams with exclusive access to our Beneficiary Liquidity Plan (BLP®)

The Estate Planning Solution Built for Financial Advisors & Insurance Agents

Everything You Need to

✔ Build a credible, professional online presence

✔ Attract and engage high-quality leads

✔ Convert prospects into lifelong clients

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

Our Promise to You
In just 45 to 60 days, you'll be fully equipped to confidently deliver our estate planning presentation to a group of 30+ qualified prospects- guaranteed. And we’ll support you every step of the way with comprehensive training, team support, and a professional branding makeover to effectively engage and convert these prospects into loyal clients.
What's Included
Our 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.
M Ward Team Roster (720 x 485 px)
Ascension
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On Demand Webinar
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Everything you need to look professional and build immediate trust with prospects

  • A fully built, customized website to position you as an 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

Websites-Hosting

Authority & Visibility Marketing

  • LinkedIn profile refresh + weekly content publishing
  • Pre-written monthly blog posts to stay top-of-mind with clients & prospects
  • Guest appearance 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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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.

 

ePIC Guide to Live Events (1).pdf

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:
M Ward Team Roster (720 x 485 px)

Learn More 

Choose Your Path to Growth

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

Ascension Group Advisor University

$300

Open Registration | June 24th and June 25th

Venue: 5717 Legacy Dr. Suite 250
Plano, TX 75024
 
2-Day LIVE Interactive Training for Advisors
 
  • Learn the Proven Seminar Formula That’s Filling Rooms & Closing Clients

  • 'How-to' Training on Navigating Our Digital Trust Platform & Registering New Clients

  • Step-by-Step Training on How to Deliver Our Plug-and-Play Estate and Legacy Planning Presentation With Confidence, Branded For Your Business

     

    Surrounding hotel options:

     Hilton Granite Park
    Address: 5805 Granite Pkwy, Plano, TX 75024
    469-353-5000
    Cambria Hotel
    7500 Parkwood Blvd, Plano, TX 75024
    (972) 473-9010
    Aloft Plano
    6853 Dallas Pkwy, Plano, TX 75024
    (214) 474-2520
Purchase Your Ticket

Turnkey Marketing & Branding Package

$997 One Time Set Up

$97/ Month Subscription

Perfect for advisors who want ready-to-go tools that boost credibility and nurture leads automatically
 

  • 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
  • DFY (Done-For-You) drip marketing campaigns

  • 4 proprietary explainer videos customized to your brand

Digital Marketing Package + Website

$2497 One Time Set Up

$97/ Month Subscription

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

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

  • Custom-built advisor website

  • Personalized branding across your digital presence

  • Investing in this package will be one of the smartest decisions you can make for yourself.

Build Your Brand

Full Stack Estate Plan Event Planning

$3500/ Campaign

Designed for advisors who want qualified leads in a room and a proven presentation that converts
 
  • 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.
Host an Event

Why Advisors Choose the Client Acquisition Kit

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

✔ Proven System 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

ePIC Client Acquisition Contact Form, Sponsored by The Ascension Group