Strengthen Client Relationships
You’ve already helped your clients create and build their legacies. Extend their journey with you by helping them secure, centralize and manage important assets.
Communicate More Effectively
You’ll be notified whenever clients make changes to their digital vaults or family protection plans, enabling proactive communication about what’s most important to them.
Set Your Business Apart
Your competitors offer the same services you do. Digital family protection adds a differentiated layer to the value you provide, helping you close new business faster.
Custom Advisor Portal
View your full client list, as well as their progress and any recent activity, from your own agent dashboard.
Medical Cards
Stay top-of-mind for clients with your business information printed on their health and medical directive cards.
Estate Planning Templates
Empower clients to create, notarize and secure important documents, like a living will and power of attorney.
Encrypted Vaults
Ensure your clients’ assets are protected with unlimited digital vaults equipped with zero-knowledge encryption and secure passphrases.
Family Protection Checklist
Make sure your clients protect all of their essential information, including photos and social media accounts.
Make Sure their Loved Ones Get the Information
Help clients automate the delivery of their important information to loved ones as they desire.
As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."
– Mikkel Thorup
Financial Advisor | Expat Money