Immortalize x Wealth Managers
Where the best gets better
How to work with us?
1/ Listing on the Elderhood Marketplace
Promote your offerings on the marketplace.
What’s Included:
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Listing with automated appointment booking, payment, and tracking.
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Hosting, marketing, and organizing webinars via Zoom.
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Inclusion in YEPPA recommendations where applicable.
Cost:
Annual Fee of SG$300/year + Platform Fee
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Platform Fee -
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For offerings that require payment by users: 15% of the transacted amount (includes Stripe’s processing fee).
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For offerings that require no payment (eg. booking of a free appointment): $5 (promo price) per booking.
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For form-based offerings (eg. signing up for webinar or workshop) that require no payment: $2.5 per lead generated.
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Things to Note:
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Platform fees (excluding Stripe’s processing fee) are refunded if bookings or purchases are canceled.
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Providers are displayed in the “All Providers” section of the marketplace at random.
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Providers in the “Popular Providers” section of the marketplace are prioritized based on user search criteria and completed transactions.
2/ Subscribing to YEPPA Business Plan
Streamline legacy and elderhood planning, management and execution with YEPPA, your digital concierge.
What YEPPA Can Do For You:
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Expand the range of legacy and elderhood planning, management and execution services that you can offer to clients
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Automate all the mundane, administrative matters so that you can focus on the human relationship and revenue-generating aspect of the business.
Cost:
SG$299 per 6 client accounts.
3/ Immortalize Elderhood Planning Certification
The goal of this certification is to identify wealth managers that can do holistic legacy and elderhood planning, management and execution.
Benefits:
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Showcase your expertise and meet Immortalize’s minimum standards.
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Gain priority in user recommendations as a certified wealth manager.
Cost:
Free. Included in YEPPA Business Plan.
Details coming soon!
4/ Join our Affiliate Program
Refer clients to Immortalize and earn rewards.
Highlights:
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Automatic tracking and calculation of rewards.
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Request payouts anytime.
Details coming soon!
Need more information?
Reach out to us at j@immortalize.io, whatsapp us here or fill in the form below and we'll reach out to you!