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Help Them Secure What You Helped Them Build

Stand out by offering more than investment help. Our secure platform lets you organize your clients’ insurance, legal, and financial assets in one place—so you protect their future, strengthen relationships, and become their first call in every life moment.

Holistic advisor with digital assets, healthcare directive, life insurance, bank accounts

We're Helping Agencies Offer Greater Value to Their Clients

Find out how IronClad Family’s innovative platform empowers disruptive and differentiated service.

Read the Case Study

YOUR CUSTOMERS ARE LOOKING FOR ANSWERS

Ipad financial accounts

“My father passed away in 2005, and he thought he had everything laid out where we would find it.

It took me 5 years to close probate. Because there were life insurance policies, deeds to houses where the company had been bought, and it was merged with another.
How could I possibly unravel all of this?
 
And I thought... it would have been so nice if all this would have been in a vault.”
 
Howard S.
Los Angeles, CA.

HOW WE PARTNER WITH YOU

Attract, Engage and Delight More Clients

Use our high-tech family protection solution to build trust and affinity with your current clients while improving lead generation with differentiated value.

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Financial Advisors

Prevent client financial loss. Set them up with the security tools they need to protect their financial assets from loss, hacking or unexpected life events!

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Employee Benefits

Empower employers to stand out in the marketplace by helping them offer their employees more benefits that keep up with the digital times!

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Family Offices

Set your Family Office apart by offering automated document vaults for every member of each family you serve, providing them with reliable access to their financial & other essential records with the capability to pass down crucial information across generations.

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Real Estate Agents

Offer a lasting gift that secures their most important real estate, financial, and legal documents with a digital vault—protection that keeps them connected to your agency, so they return for more business.

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Become Their One and Only Advisor

Help clients with all their family planning needs long term!

Schedule My Consultation

BONUS: Showcase Your Brand to Clients 

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In addition to protecting their assets, your clients will get valuable emergency wallet cards. These are essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

Partner With IronClad Family

Get in touch with us to learn more about how you can service your clients even more when you bundle IronClad Family with your business offering.