Everest Tools vs WFG 365

Everest Tools is a growing suite of convenient, online planning apps to help Everest clients prepare for and manage end-of-life details. The Tenzing™ vault stores and organizes financial information and important documents so they can be easily accessed after your death, while PriceFinder™ lets you find the best prices for funeral services in your area. Tenzing: Tenzing keeps your personal information securely archived and conveniently accessible while you’re alive, and facilitates access by your authorized personal designees after you're gone. It provides you pre-formatted, customizable folder types to safely store and easily manage vital data such as financial records, wills, insurance policies, estate plans, memberships, photos and other personal documents. With Tenzing, you authorize up to four trusted “Designees” to access the contents of specific, assigned folders after your death. For example, you may authorize your executor to access your will and other legal documents, while allowing a relative to access treasured family photos and letters you want to pass along to your loved one. Tenzing is supported by a secure, multi-step process to confirm your death, validate your Designees’ identity, and grant them access to the folders you’ve authorized. PriceFinder: PriceFinder is an up-to-date database that gives you pricing on funeral services from providers in your search areas, saving you the time and hassle of having to "price-shop" directly with funeral homes. PriceFinder shows you all the funeral providers in any area you wish to search. It even gives you the option of searching multiple areas in case you need help choosing which city or area to use for services. Once you have narrowed your search to your preferred providers, it gives you a printable report with detailed pricing information from each one you’ve selected.

Designed exclusively for active licensed agents of World Financial Group Insurance Agency, LLC and World Financial Group Insurance Agency of Canada Inc. and representatives of Transamerica Financial Advisors, Inc., who are affiliated with WFGIA. The WFG 365 app allows users to quickly and easily monitor their key business metrics at any time and from anywhere.