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Differentiate Your Services and Offer More Value to Your Clients

Every day, more than 11,000 Americans turn 65. And with this unprecedented retirement wave of Baby Boomers comes anxiety of whether they have planned well enough for their financial future. Five Wishes offers financial and estate planners an integral service and benefit to provide to clients by helping start a values-based conversation focused on your clients’ broader needs and wishes.

How does Five Wishes help my financial business?

  • Differentiates you from your competition by offering end-of-life security at a low cost to your company
  • Saves your clients the cost of having an attorney prepare an advance directive, demonstrating your commitment to protecting their resources
  • When custom-printed with your business name, serves as a marketing prospecting and community outreach tool

In addition to the Five Wishes document, we offer training programs that will help teach you how to effectively present to community groups and help people through Five Wishes. Positioning yourself as a guardian of financial security and personal wishes helps instill trust in those around you.

Start providing additional value to your clients and business with a starter pack for Financial Planners. It includes 50 Five Wishes, 10 Conversation Guides for Individuals and Families and the Five Wishes DVD all for $80 – a 15% discount.

  • Many financial advisors throughout the country use Five Wishes to enhance their referrals.
  • Easy to ImplementLearn how you can integrate our programs into your organization.
  • Download NowA free guide on how to use Five Wishes in your community.
  • Customize Five Wishes

Five Wishes is the beginning of a conversation.

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