Beyond the Portfolio:
Client Expectations Have Shifted
Clients today expect more than financial growth. They want guidance on elderhood, estate, and legacy planning — and they want advisors who can support not just them, but their families. If you don’t lead these conversations, someone else will.
Immortalize provides the infrastructure and tools you need to differentiate your practice, connect deeper across generations, and future-proof your client relationships.
Differentiate your services
Engage the next generation of clients
Build multi-generational trust
Move beyond transactions into values-driven conversations
Three Proven Ways We Support Wealth Managers
Gain visibility, stand out from competitors, and engage the next generation of clients
01
List on the Elderhood Marketplace
Be seen where clients are already looking.
Our marketplace is the go-to hub for individuals seeking trusted professionals in estate, legacy, and elderhood planning. By listing with Immortalize, you put your services in front of clients who are actively searching for guidance — before they even know your competitors exist.
Why it matters to you:
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Gain visibility with highly targeted, ready-to-engage clients.
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Build credibility by being part of a curated, trusted ecosystem.
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Position yourself as the advisor who goes beyond financial products.
What You’ll Get & Costs:
02
Leverage YEPPA: Your Cheat-Sheet to Legacy & Elderhood Planning
Broaden your scope. Differentiate your practice. Connect with families.
YEPPA is Immortalize’s digital concierge for elderhood planning — designed to help you guide clients through the challenges of longevity, retirement, and legacy. With YEPPA, you can stand out from other wealth managers and build enduring bonds not only with clients, but also with their families.
Why it matters to you:
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Differentiate your services with innovative digital tools.
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Move beyond transactions into values-driven conversations.
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Strengthen your role as the family’s trusted advisor.
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Manage client profiles seamlessly with YEPPA Business & Enterprise.
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Offer a white-label solution that elevates your brand.
What You’ll Get & Costs:
03
Engage Clients with WOFI (Will of Fortune by Immortalize) 2025
Connect with the next generation of clients — before others do.
WOFI 2025 transforms estate and legacy planning into an interactive, gamified experience. It helps you reach younger generations early, spark meaningful conversations, and create memorable touchpoints that set you apart from competitors.
Why it matters to you:
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Break down complex topics into fun, engaging discussions.
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Build multi-generational trust by engaging whole families.
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Position yourself as the advisor who makes planning accessible.
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Capture the loyalty of future decision-makers before competitors do.
What You’ll Get & Costs:
Why Partner with Immortalize?
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Stay ahead in the era of 100-year lifespans.
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Deepen trust by supporting clients through all stages of life.
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Deliver a differentiated, future-ready client experience that competitors can’t match.
Your clients’ lives are evolving. Their needs are changing. The question is — will you evolve with them?
Ready to Evolve with Your Clients?
If you would like to have further discussions, please fill in the form and we will reach out to you with tailored examples and use cases.