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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?

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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

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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.

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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!

Collaborate with Immortalize

Thank you for your interest. We will reach out soon!

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