Recruit, onboard, and grow your advisor business with an estate planning growth system built for enterprise organizations.
BOOK AN ENTERPRISE STRATEGY CALL →ePIC helps IMOs, BGAs, FMOs, and advisor-facing organizations create a stronger recruiting conversation.
And forget the generic “we support advisors” message.
Advisors hear a version of the same pitch every week.
Better contracts.
Better products.
Better support.
Better technology.
Better marketing.
That is where ePIC changes the conversation.
ePIC gives your organization a practical growth story built around estate and legacy planning—the greatest client acquisition tool on the market.
Your recruiting team a more compelling reason to reach out.
Your practice development team a stronger way to help advisors launch their business.
Advisors a system they can use to create real client conversations.
Move the conversation beyond products, updates, and cold lists.
The old recruiting playbook is wearing thin.
Internal wholesalers are expected to fill calendars, create interest, and bring new advisors into the organization, but too often they are handed product information, carrier updates, and a cold list.
Advisors are busy, skeptical, and they have heard the same pitch from too many organizations.
ePIC helps your team lead with something more useful:
A proven estate planning growth strategy that helps advisors attract better prospects, host educational events, book appointments, and uncover new business opportunities.
That is a much easier conversation to start.
GIVE YOUR RECRUITING TEAM A STRONGER MESSAGE →ePIC is not simply an estate planning platform.
ePIC is a marketing, branding, and advisor growth partner built around the subject matter of estate and legacy planning.
For enterprise organizations, that distinction matters.
Your team does not need another vendor to hand advisors a tool and hope they use it.
You need a partner that understands recruiting, advisor activation, seminar marketing, client acquisition, and the financial conversations that happen after an estate planning relationship begins.
ePIC brings those pieces together.
We help enterprise organizations give advisors a clear path to:
Lead with estate planning education
Generate seminar interest
Book client appointments
Launch stronger client conversations
Onboard clients into the eState Plan Portfolio
Identify beneficiary liquidity needs
Open conversations around life insurance, annuities, long-term care, and wealth transfer
Build stronger relationships with clients and their families
For advisors, this feels practical.
For enterprise organizations, it creates a recruiting and retention advantage.
An ePIC Enterprise Partnership is designed for organizations that need to help advisors grow at scale.
IMOs
BGAs
FMOs
Advisor recruiting teams
Practice development teams
Enterprise marketing teams
Organizations serving independent advisors
Firms looking for a stronger advisor growth story
If your organization supports advisors, your value is judged by what happens after the advisor joins.
Do they launch successfully?
Do they engage?
Do they produce?
Do they feel supported?
Do they have a reason to stay?
Give advisors a reason to pay attention.
Instead of leading with products, contracts, or broad support claims, your team can lead with a business growth system built around estate planning, client acquisition, and client retention.
Your recruiting team needs messaging that creates curiosity and moves advisors toward a real conversation.
ePIC can support advisor outreach with campaign strategy, landing pages, emails, social content, and call-to-action paths that help drive calendar activity.
Getting advisors into the organization is only one part of the job.
ePIC helps newly recruited advisors launch with estate planning campaigns, seminar support, educational assets, AI avatars, and onboarding resources that give them a clear starting point.
Practice development leaders need tools that help advisors create momentum.
ePIC gives them a system tied to client acquisition, estate planning, seminar conversion, and ongoing revenue opportunities.
Estate planning naturally opens the door to deeper financial conversations.
Through ePIC, advisors can identify needs connected to beneficiary liquidity, protection planning, annuities, long-term care, trust funding, and family wealth transfer.
Advisors stay loyal to organizations that help them grow.
When your organization helps advisors create appointments, serve families, and expand client relationships, your value becomes much harder to replace.
Enterprise growth depends on calendar activity.
Advisor recruiting calendars.
Internal wholesaler calendars.
Client appointment calendars.
The real challenge is creating the right kind of activity.
Campaigns should turn attention into conversations, appointments, advisor engagement, and business growth.
That may include:
Advisor recruiting landing pages
Email campaigns for internal wholesaler outreach
Estate planning seminar campaigns
Advisor launch campaigns
Educational video content
Client acquisition assets
eState Plan Portfolio positioning
Beneficiary Liquidity Plan education
Advisor onboarding resources
Follow-up messaging
Empire Marketing Partners partnered with ePIC to give its advisors a stronger growth strategy built around estate planning.
One advisor, Jim Crump, launched his first estate planning seminar campaign and saw immediate results.
“I had my first group of seminars this past Thursday and Saturday. 261 registered and 201 showed. 77%. 21 appointments and another 40 are saying call me to schedule on their green sheets. Really happy with those results!!”
When advisors are given the right topic, the right campaign, and the right follow-up path, estate planning can become a serious client acquisition strategy.
Results like Jim’s do more than help one advisor.
They give your organization a better recruiting story.
Imagine your internal team being able to say:
“We can help you launch estate planning seminars that generate real client appointments.”
“We can help you lead with a planning conversation families already need.”
“We can give you marketing assets, seminar support, and a client onboarding path.”
“We can help you turn estate planning into a growth strategy.”
That is the kind of message advisors want to hear—because it speaks to what they actually want:
More appointments.
Better conversations.
More reasons for clients to engage.
More ways to grow their business.
Organizations like Auxani have used ePIC to help create consistent advisor recruiting conversations and keep the calendar filled with potential new advisors.
Instead of asking advisors to look at another product, attend another generic webinar, or review another platform, the conversation becomes focused on advisor growth.
How are you helping clients with estate planning?
Are you using estate planning to create new client conversations?
Do you have a system for seminars, follow-up, onboarding, and revenue expansion?
Would your advisors benefit from a complete estate planning growth model?
Connect recruiting, marketing, advisor activation, client acquisition, and revenue expansion through one coordinated growth system.
Many advisor organizations already have marketing departments, product partners, and state-of-the-art technology.
Internal wholesalers need better ways to get advisors interested.
Marketing teams need advisor campaigns that lead somewhere useful.
Practice development teams need tools that help advisors grow.
Leadership needs a reason for advisors to choose their organization and stay engaged after they join.
We bring together estate planning, marketing, education, seminar strategy, client onboarding, and revenue expansion in a way that supports the entire advisor growth journey.
Every partnership can be structured based on the needs of the organization, but an Enterprise Partnership may include support across these areas:
Campaign strategy, landing pages, email copy, and call-to-action paths designed to help your team attract advisor interest.
Messaging and campaign assets your recruiting team can use to start stronger conversations with advisors.
Campaigns and resources advisors can use to promote estate planning seminars, drive registrations, and create appointment opportunities.
Tools and training to help advisors move from interest to implementation.
Messaging and education around ePIC’s estate and legacy planning solution.
White-glove support options that help advisors serve clients without carrying the full operational burden of estate planning alone.
Resources to help advisors understand and position liquidity conversations that naturally follow estate planning.
Enterprise-ready messaging and creative assets that can align with your organization’s brand and advisor growth strategy.
Collaboration with the ePIC team to identify the right structure, campaign approach, and launch priorities.
Estate planning is one of the most powerful ways to help advisors get in front of the right people because it touches the whole household—family, assets, beneficiaries, liquidity, care decisions, and legacy.
Different roles have different priorities, but they all need a system advisors can understand, use, and act on.
You need differentiation that is easy to understand and valuable to advisors.
ePIC gives your organization a way to stand out in a crowded recruiting market while supporting production, retention, and advisor growth.
This is not a loose marketing idea.
It is a practical enterprise lever tied to advisor conversations, seminar activity, client acquisition, and new revenue opportunities.
You need campaigns that do more than look nice.
You need campaigns that give your recruiters and advisors something useful to say.
ePIC helps your team build messaging around estate planning, client acquisition, seminar education, and advisor growth. That gives your content a clearer purpose and a stronger path to conversion.
You need advisors to take action.
ePIC gives you a system you can use to help advisors launch estate planning conversations, host seminars, generate appointments, and deepen relationships with clients.
That gives practice development a practical growth framework instead of another resource library advisors may never use.
If your internal wholesalers are leading with the same talking points as everyone else, the advisor has no reason to stop and listen.
ePIC gives your team a different entry point.
A better reason to reach out.
A practical growth story.
A system that helps advisors move from interest to implementation.
That is what makes the ePIC Enterprise model different.
BOOK AN ENTERPRISE STRATEGY CALL →If your team is looking for a stronger way to recruit, onboard, and activate advisors, we’d love to learn more about your organization.
Share a few details below and our team will follow up to explore whether an Enterprise Partnership makes sense.
Tell us a little about your organization, your advisor growth goals, and where your team could use the most support. After submitting your information, you’ll have the option to schedule an Enterprise Strategy Call directly with our team.
Product is not the unmet need in this industry.
Advisors who adopt systems will win the next decade.
Those who don't will continue working harder for less.
ePIC Services Company, Inc. is not a law firm and does not provide legal advice. The eStatePlan™ system is an online service provided by a third-party company’s estate planning platform, including legal forms and information. This website’s “attorneys” refer to network attorneys associated with the eStatePlan™ services.
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Contact ePIC Services Company to learn more about our Estate Planning Services.
855-777-3742 (ePIC)
410 S. Rampart Building 17, Suite 390 Las Vegas, NV 89145 USA
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