Immortalize X Financial Consultants
Where the best gets better
What is Immortalize?
Immortalize is a Last Mile of Life marketplace & information provider that connects people to you and other providers of last mile of life services.
What is Last Mile of Life?
Birth
Adolescent
Adulthood
Last Mile of Life
Last Mile of Life planning & execution encompasses everything from one’s retirement to one’s legacy.
The beginning of this last stage of life is commonly associated with a country’s legal retirement age, but at Immortalize, we define the beginning as when one doesn’t need to actively seek income (ie, you can stop work and retire if you want).
Financial Consultants are KEY to helping people achieving their Last Mile of Life goals and thus our outreach to you
How Immortalize Would Like to Collaborate With You?
You Refer Clients To Us
We Help You Create Demand
When you have clients who need to do their will, lasting power of attorney, advanced medical directive or other Last Mile of Life planning/execution, you refer them to us.
We help your clients get these matters sorted and educate them on Last Mile of Life goals. When they need insurance and financial products to achieve their goals, we send them back to you.
If you have referred the client to us, we will ALWAYS refer your client back to you when they need insurance/financial products. We WILL NOT refer your clients to other financial consultants.
If your clients purchase Immortalize services, we give you a referral fee.
We Refer Clients To You
Immortalize Marketplace
List on Immortalize Marketplace and get online visibility to people looking for Last Mile of Life service and product providers. If you successfully get client bookings, you pay us a low lead generation fee.
Pros: Low listing fee (S$200/year/person) and low lead generation fee (S$5/lead).
Immortalize Prime
When clients of Immortalize Prime needs insurance and financial products, we refer them to you. You can choose to either pay us a:
1. Lead generation fee of SG$50/introduction, regardless of whether you close a deal or not; OR
2. Success fee that equates to 20% of your commission, payable only if you successfully close the deal.
Pros: High conversion potential. When we bring the Prime client to you, the client already needs your service and product. You just need to close the deal.
*Note: We will only recommend clients to financial consultants who have a working relationship with Immortalize, ie, listed on Immortalize Marketplace or have referred clients to us.
You Will Be Eligible For
Discounts and Referral Fees
For certain Last Mile of Life services/products, you and your clients can enjoy discounts and you will be eligible to receive referral fees.
Note: Immortalize and the providers will have final discretion on all discount and referral fees.
How to Collaborate with Immortalize?
Reach out to us at j@immortalize.io, whatsapp us here or fill in the form below and we'll reach out to you!