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?
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. When we manage to help you create demand for your products & services, you give us a percentage of your fees as consultant fee.
We Refer Clients To You
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).
When clients of Immortalize Prime needs insurance and financial products, we refer them to you. If you successfully close the deal, you pay us a referral fee.
Pros: High conversion potential. When we bring the 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.