Be life insurance licensed.
Hold an active life insurance license in your client's state and satisfy applicable program and regulatory requirements.
A COMPLEMENT TO LIFE INSURANCE
Final expenses funded? There's still a plan to make.
Your clients may already have life insurance to cover their final expenses. But having money available isn't the same as having arrangements in place.
EasyHeir helps clients choose a funeral provider, select the services and merchandise they want, and understand the cost of their arrangements in advance.
You don't have to replace the insurance planning you've already done. You can help clients complete the next step.
THE OPPORTUNITY
You make the introduction.
We do the work.
You get paid.
An additional revenue opportunity without taking on another arrangement process.
Introduce your clients.
Share your unique EasyHeir link or use the ready-to-send client email we provide.
We take care of everything else.
EasyHeir manages the arrangement experience, funeral provider coordination, documentation, and transaction process.
Receive compensation.
EasyHeir pays eligible advisors directly under a commission-sharing agreement for qualifying completed insurance-funded arrangements.
Compensation is subject to licensing, applicable carrier and regulatory requirements, and any required firm approvals.
FOR YOUR CLIENTS
An easier experience for your clients.
Choose a funeral provider.
Clients select a participating funeral home or request a provider they prefer.
Build arrangements.
They explore services and products, make selections, and review pricing at their own pace.
Complete everything online.
They review arrangements and explore available funding options when they're ready.
GETTING STARTED
Getting started is just as easy.
Express your interest.
Start by sharing your name and email. We'll explain the opportunity before asking for licensing details or agreements.
Complete your agreement.
Sign EasyHeir's commission-sharing agreement and satisfy any required compliance approvals.
Start introducing clients.
Receive your unique referral link and a ready-to-send client email.
A new opportunity for your practice.
Introduce clients to an easier way to make funeral arrangements. EasyHeir handles the process, and eligible licensed advisors can earn compensation.
Learn MoreInterested in becoming an affiliate?
Share your contact information and we’ll be in touch with more details. No commitment required.
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