Eversafe

EverSafe for
Financial Advisors
Protect your clients’
assets, credit and identity
Identity Theft Protection
Is Just The Start
Add value to your services
Build better client relationships
Financial Threats Abound
Your clients face a growing number of
financial risks including identity theft, financial
fraud and persistent scamming. Contending
with these risks and safeguarding hard-earned
assets is challenging in its own right. For a
number of clients, it is only part of the problem.
Many of your clients are keeping an eye on
their parents’ and adult kids’ finances as well. This type of “financial caregiving” can be both
stressful and time-consuming.
EverSafe Can Help
IDENTITY THEFT
PROTECTION
FINANCIAL ACTIVITY
MONITORING
FAMILY/ADVOCATE
SUPPORT
PERSONALIZED
ALERTS
SPECIALIZED PROTECTION
FOR SENIORS
FRAUD RESOLUTION /
IDENTITY RESTORATION
EverSafe® is designed to simplify financial
monitoring and protect your clients and
their families—including aging parents
and kids. EverSafe sets the standard in
financial protection.
Many clients are keeping
an eye on their parents’
and adult kids’ finances as
well. This can be stressful
and time consuming.
For more information: visit www.EverSafe.com/advisors or call 888-575-8264
A Win-Win For You and Your Clients
Adding EverSafe to your portfolio of services benefits everyone
Protects assets under management
EverSafe reduces the risk that your clients’
assets will be diverted to outsiders against
their wishes.
Engages clients
With its daily scanning and personalized
alerts, EverSafe provides an easy-to-use
platform that will keep you and your clients
more fully engaged on a regular basis.
Supports financial caregivers
and senior investors
EverSafe addresses challenging
issues related to managing family
finances and aging investors, including
diminished capacity and elder
fraud.This reduces stress and
improves efficiency for busy clients.
Adds value to your relationships
EverSafe provides comprehensive
protection for clients and you can further
enhance your relationship if you are
designated a Trusted Advocate to monitor
accounts and receive alerts.
Improves client and asset retention
By opening up the “family conversation,”
and enhancing your reputation as an
advisor, EverSafe can help reverse the
industry trend of losing intergenerational
wealth under management.
Register Today
Visit www.EverSafe.com/advisors
to register as a financial advisor and receive
discounts for your clients and a complimentary
membership for yourself.
If you have any questions, call
888-575-8264
An EverSafe team member
is standing by to help.
Setting the Standard in Financial Protection