PHOENIX – Apr 28, 2020 – eStatePlan, a division and foundational approach for CSI Financial Group, offers a helping hand to older folks looking to plan their estates through My Life Card Plan, a user-friendly platform. They aim to reduce uncertainty caused by COVID-19 to provide America’s aging population with estate-planning services which people can access from the comfort of their own homes.
165 million Americans have no estate plan1. Adults aged 60 years and above are more vulnerable to severe cases of coronavirus2. It is natural for older populations to worry about what would happen if they suddenly fell ill but this worry is more prevalent now. eStatePlan aims to reduce this worry by offering a complete estate planning experience, with support from our experienced estate and financial advisory team of specialists.
eStatePlan connects financial advisors with clients through their National Advisor Network. The company also uses their Advisor Partner Platform to provide financial advisors with the knowledge and support they need to be more effective at the services they provide.
“For most financial advisors, estate planning is left to a disconnected third party due to a lack of relevant knowledge and a team of experts to partner with,” said Carter Wilcoxson, CEO and Founder of CSI Financial Group. “We aim to solve that problem by providing access to tools and resources to our network of advisors.”
Through My Life Card Plan’s platform, the eStatePlan Portfolio offers old and young alike the access to estate-planning services regardless of where in the 50 states they may live. Efficiency, convenience and user-friendly dynamics put the user in control of their plan throughout their lifetime.
CSI Financial Group believes your future lies in taking advantage of technologies readily available. Their specialists provide education and accessibility for planning services which too often have mystery surrounding them. eStatePlan’s ultimate goal is to deliver true peace of mind to clients and trusted advisors.
eStatePlan™, a division of CSI Financial Group, provides financial and estate-planning literacy to Independent Financial Advisors and Insurance Agents. CSI has industry expertise with estate and financial planning solutions, financial services, insurance, estate planning, wealth management and asset preservation. Carter Wilcoxson, CSI Founder and CEO, has a record of helping top advisors in the country. CSI aims to provide peace of mind for clients and continued support to their network of qualified Advisor Partners.
Video Link: http://player.vimeo.com/video/405063209