My Private Plan

If you are in the final expense market or if you are in the senior market, final expense planning has opened the doors to long-term clients. Clients in this market are more apt to look at you as a financial expert who has helped meet a immediate concern and who may be able to help them in other areas of their financial needs.

My Private Plan (MPP) in association with Dignity Planning has created a opportunity for you to show clients the need for planning and offer them a free Membership to My Private Plan. MPP allows the consumer to walk through the process of creating their final wishes, create a online vault of information for their loved ones, write down memories of their past to share and show them the cost of final expenses. MPP then offers the client to have you, the agent contact them to fill the need.

This is a non threatening experience for consumers to ask for you to call them. The consumer receives a card in the mail showing their free membership with their Name and Password to keep with their other important records.

AMZ has also worked with WebPrez Videos to create a pre-approach online video to have consumers view at home or from your laptop. View the demo now. For $19 a month, with no contract, so you can cancel anytime, you receive your own URL with the video for your website. There is no limit to the number of times your visitors can view the video, so you can even email the link to potential clients.

So how does it work

Watch the following videos
What is MyPrivatePlan.com?
How does AMZ-WebPrez Videos work and what do I receive?
Who is United Home Life and how does the Whole Life Product work?