Immortalize X Financial Advisors
Where the best gets better
What is Immortalize?
Immortalize is an Elderhood marketplace & information provider that connects people to you and other providers of elderhood-related services.
What is Elderhood?
Elderhood planning & execution encompasses everything from planning for one's retirement, eldercare to one's legacy.
Financial Advisors are KEY to helping people achieving their Elderhood goals and thus our outreach to you
How Immortalize Would Like to Collaborate With You?
You Refer Clients To Us
We Help You Create Demand
When you have clients who need to do their will, lasting power of attorney, advanced medical directive or other Elderhood planning/execution, you refer them to us.
We help your clients get these matters sorted and educate them on Elderhood goals. When they need insurance and financial products to achieve their goals, we send them back to you.
If you have referred the client to us, we will ALWAYS refer your client back to you when they need insurance/financial products. We WILL NOT refer your clients to other financial advisors.
If your clients purchase Immortalize services, we give you a referral fee.
We Refer Clients To You
Immortalize Marketplace
List on Immortalize Marketplace and get online visibility to people looking for Elderhood service and product providers. If you successfully get client bookings, you pay us a low lead generation fee.
Pros: Low listing fee (S$300/year/person) and low lead generation fee (S$5/lead).
For full provider perks, please see provider info.
Elderhood Planning Certification
Helping your clients plan for their elderhood means creating tangible dreams that they can relate to, evaluating their current finances to see if they can afford those dreams and helping them find ways to plug the financial gap through investments and insurances.
Not every financial advisor can do this.
Differentiate yourself now.
How to Collaborate with Immortalize?
Reach out to us at j@immortalize.io, whatsapp us here or fill in the form below and we'll reach out to you!