2. NetLaw makes the process of estate planning and
the transfer of wealth affordable, simple and
convenient with easyonlineestateplanning.
3. Helping families from all walks of life
build a solid financial future.
Taking care of tomorrow today
with affordable, simple &
convenient estate planning.
4. The World of Fax
Technology changes often. Human behavior does not.
5.
6. Take Care ofTomorrow,
Today
✓ Build and protect your
customer base
✓ Create deeper client
relationships
✓ Uncover new planning
opportunities
✓ Earn commission day 1
✓ Protect your client’s legacy
9. “We don’t sell insurance.
We help people determine and
protect their economic value.”
10. 10
Client Interview Process
Users are presented with a simple interface which
walks users through an interview process.
Contextual help content is available on each
screen, guiding the user through the document
creation process.
Technology recognized by the
American Bar Association and awarded the
James Keane Award in 2012.
Users select key people from simple drop down
menus rather than “filling in the blanks”.
Help resources provided on each screen,
guiding users through every step of the process.
11. 11
Platform Network Effects
NetLaw provides a platform and ecosystem where
the client, attorney, financial advisor and other
professionals work in concert to build and
preserve wealth.
Clients add their preferred Advisors and
professionals.
12. 12
Key People
Users must name certain “key people” in their
estate plan to serve roles such as Executor,
Successor Executor, Guardian, Trustee, etc.
NetLaw encourages users to invite their “Key
People”, which provides a new lead for the
downline advisor.
“Key People and Refer a Friend” referrals
generate new business for advisors.
13. 13
LifeVault
The NetLaw Estate Planning Platform is built upon
a secure vault system designed to store user’s
estate planning documents and other important life
documents. This platform enables secure “in-app”
file sharing with trusted advisors, professionals
and key people.
Online “safe deposit box” perfect for storing
digital copies of one’s important life
documents.
In-App secure sharing of files with network
advisors and attorneys.
14. 14
Embedded Marketing
Questions
The NetLaw Estate Planning Platform is built upon
a secure vault system designed to store user’s
estate planning documents and other important life
documents. This platform enables secure “in-app”
file sharing with trusted advisors, professionals
and key people.
Online “safe deposit box” perfect for storing
digital copies of one’s important life
documents.
In-App secure sharing of files with network
advisors and attorneys.
15. 15
Key People Referrals
The NetLaw Estate Planning Platform is built upon
a secure vault system designed to store user’s
estate planning documents and other important life
documents. This platform enables secure “in-app”
file sharing with trusted advisors, professionals
and key people.
Online “safe deposit box” perfect for storing
digital copies of one’s important life
documents.
In-App secure sharing of files with network
advisors and attorneys.
16.
17. 1 out of 10 people have a Will
9 out of 10 know they need a Will and an EP
7 out of 9 are considering completing an EP
20. Change in marital status
Buying or selling real estate
Birth of or adopting a child
Relocation to a new state
Change in employment
Change in financial status
Planning a vacation
Child turning 18
Starting or selling a business
Birth of grandchildren
Individual or family illness
Retirement
Losing a loved one
Home or assisted living care
27. Help your clients, family and
friends! 60% of Americans
are without a Will or estate
plan, You have the power to
help. Challenge yourself. Add
a contact or several!
Help Someone
Add Contacts
CONTACT RECENT ACTIVITY DATE
John Doe
Jane Dow
Mark Snow
Jeff Mountain
Sherry Ocean
Berry Pie
Count Chocula
Invited
Landing Page Visit
Took Quiz
Invited Key People
Answered Yes to Mkt.
Purchased Plan
Free Trial Reminder
May 1, 2016
April 30, 2016
April 29, 2016
April 18, 2016
March 24, 2016
March 1, 2016
March 1, 2016
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Dashboard
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SHOW NEW LEADSSHOW SALES LEADSSHOW MARKETING LEADSSHOW ALL CONTACTS
Contacts Closed Leads Product Leads Referrals
22 Contacts
$5500 Potential Sales
154 Potential Referrals
0 Closed Leads
Learn How to close your
NetLaw leads.
0 New Product Leads
Learn How to develop
new product leads.
0 Client referrals
154 Potential Referrals
$38,500 Potential Sales
Learn How! Learn How!View Details Learn How!
NetLaw Partner Solutions
1. Add/track NetLaw contacts.
2. Send them to a personalized product landing
page where they can read about, watch
testimonial videos and purchase NetLaw.
4. Agent notified when client answers NetLaw
Marketing Questions or invites family or
friends.
partner.netlawinc.com
28. 1. Download the Step6MobileApp
2. Sign up for TrainingWebinars
3. SharetheVideo with Prospects
Hereareyournextsteps…
29. NetLaw exists to help people protect their family, their health
and their legacy with easyonlineestateplanning.
wfg.netlawinc.com
1-888-604-4789
shisey@netlawinc.com
