What is FRisk?
FRisk is primarily a sales tool for your clients that consolidates and offers various estate planning services from your own partners or a panel of our expert providers. But it does so much more...
FRisk safely creates mortality momentum through its Family Risk Report. This document is personal to your clients, telling them the risks that their family currently face upon his/her death.
Take the legwork out of selling your own estate planning services. Set yourself up as a service provider, invite your target clients and watch the referrals come in
You can choose your own service providers for other estate planning solutions, allowing you to maintain current business relationships whilst benefitting from increased volumes
The Family Risk Report
How much does it cost?
We can create a tailored subscription plan to suit your business with various options
Charge your clients £14.99 per report (you keep £4.99) or make it free to access by paying a monthly subscription.
Offer your own estate planning services on the report or use other companies.
Use your own preferred service providers for estate planning services or use FRisk's expert vetted panel.