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Yourfolio: Expanding Insurance Resources for Estate Planners
October 15 @ 2:00 pm - 3:00 pm
Yourefolio™ and One Resource Group create expanded insurance resources for Estate
Yourefolio™, the leader in estate and legacy planning software, has partnered with One Resource Group to
create an insurance exchange for estate planning professionals and their clients. Yourefolio™ is partnering with
One Resource Group to manage the exchange and cases submitted through the platform.
Yourefolio™ will make the exchange available for professionals and their clients who are subscribers.
Yourefolio™ will also make the exchange available to consumers through their “Estate Organizer” application.
Yourefolio™ has chosen to work with One Resource Group because of their scale, knowledge of industry
solutions and level of service for both professionals and clients.
The Insurance Exchange will help professionals run gap analysis, provide quotes for Term, Universal Life,
Whole Life and Final Expense insurance policies. Professionals and clients can fill out the applications directly
in the platform and even schedule or skip exams.
“We are excited to offer this new exchange to our subscribers and their clients,” said Scott Huff, CEO of
Yourefolio. “Estate planning and life insurance go hand in hand, we can now help make sure families are
properly insured through this offering.”
“Yourefolio is one of the most innovative planning software programs available in the marketplace and One
Resource Group is very excited to partner with this initiative,” said Tony Wilson, Executive Vice President of
One Resource Group. “With the ability to join the planning process and objectivity of One Resource Group’s
life insurance carrier selection, we’ll be able to streamline the entire user experience from planning to
Yourefolio’s™ recently released “Estate Organizer” will also have the exchange available through the
application. This application allows professionals to reach clients and prospects in a low intrusive manner. They
can add immediate value by helping people organize their estate with no obligation and print out or store the
information. While inside the app, if a prospect or client realizes they need insurance, they can do it on their
own privately without being sold a product. This tool is especially popular for professionals attempting to tap
into employee wellness programs.
The insurance exchange will provide a valuable offering to professionals who estate plan. Life insurance and
estate planning are synonymous and offering it through Yourefolio makes it seamless.
Agents seeking to use this tool can access it free. Professional licensing will be handled by One Resource