Are you a Certified Financial Planner?  

Do you provide services to enhance your client’s lives and their portfolio through high levels of financial planning and thoroughness in details?

As a Certified Financial Planner are you well equipped to stay connected with all of your clients?

Do you capture and utilize a system of record of ecapture for managing your client’s data? And is this mechanism secure and encrypted?

IvyLocker service provides pre-planning options for every family with custom digital encrypted storage for the express purpose of being prepared for the execution of benefits.

With IvyLocker’s Ambassador Program, as Certified Financial Planner Program you can add a revenue stream to your existing portfolio by introducing IvyLocker™ to your existing and new customer base.  Additionally, you may choose to benefit from IvyLocker’s Notification Services by having your client identify you in their legal locker for contact after their death has been verified.

Benefits to any Insurance provider you present: 

• Optional – Automated information for initiation of a claim in paying death benefits can improve the insurance provider’s operational costs and reduce their processing costs.
• Proof of death is provided
• Provides higher customer satisfaction ratings
• May introduce higher sales by way of advertising driving an insurance company campaign in extending their sales force.

Benefits to you as a Certified Financial Planner:

• Helps diversify your portfolio of service offerings
• Increase sales through affiliation and with a broader audience
• Build a great residual income base, while providing a valuable service offering
• Your contact information could be added as the subscriber’s accountant in the Legal Locker and be eligible for notification, no matter if you’ve lost contact with your client. Based on your services to your client, this will assist you in sending condolences or following up for services the family may need.

There is NO cost to you in signing up. It’s FREE to join as an Ambassador. This valuable service is needed in every adult’s life and you can help them, by telling them about it.

Simply share with others on the merits of this service:

• Stored information in one place, provides a great backup to recover any lost documents.
• Optional account notification services will automatically notify as many accounts as possible, including life insurance companies, pension providers, credit card companies, even credit bureaus.
• Families will never have to worry whether they found all of your client’s policies or that they may be robbed of receiving valuable death benefits once they entered everything into their IvyLocker℠ system.

As a Certified Financial Planner you’ll receive commissions for the deals you broker, or on qualified sales* from your accounts.  

 *Qualifying Subscribers are new recruits who purchase an IvyLocker and have maintained an active membership past the initial trial period. Trial periods are 14 days. Commissions are paid 45 days from initial sale 

• Subscriber’s must retain service for a minimum of one month under plan

Customer accounts which you sign up will stay with you as long as you maintain an active status as an IvyLocker Ambassador Affiliate.

If you are interested in this opportunity, please register to become an affiliate at:  https://ivylocker.com/pages/affiliates