Show your clients that you care
Offer them a branded version of the Departing Details Estate Planning Workbook
Add value to your services
Expand and promote your existing services or products by giving the workbook as a client gift. Whether you work in estate planning or another industry, the workbook will complement your primary services or products and may allow you to connect with clients who might not have previously been considering your services.
Drive client loyalty
By offering this useful tool as connected to your brand, you will show customers that you are committed to them and care about their well-being; this can increase their trust in your company. As well, the workbook gives you the opportunity to follow up with potential clients. As they proceed through the steps, you may find a chance to interject with assistance through your core services, such as insurance or financial planning.
Thank your valued customers
Give the gift of peace-of-mind to your customers. Unlike traditional promotional gifts such as clothing or office tools, the workbook is a lasting and meaningful gift that can change your client’s approach to life. This is something they will truly appreciate and remember.
How it Works
Add your logo to the Departing Details estate planning workbook, creating a personalized and meaningful client gift for under $10/book. With a minimum order of 50 books, you will receive a branded digital version of the workbook, a company page on our website where clients can download their free digital copy, and your company’s logo on our Clients
page all for a reduced rate with our high-volume discount.
Send us an email
with any questions and your predicted order volume.
Provide us with your company logo and a short bio about your company. We will use this to create a client download page on our site (you can also choose to be unlisted).
