Download our FREE eBook for Businesses
Enter your email address to download our FREE eBook: “Estate Planning Evolved: How To Determine Which Plan Is Right for Your Employees, Members, and Clients”.
Inside, you will find all of the information you need to understand estate planning and how it impacts your employees, members, clients and customers. With examples and detailed benefits specific to your industry, Gentreo is here to help you support your stakeholders and grow your business by offering estate planning.
Benefits of Gentreo for Your Organization
& its Stakeholders
Gentreo is the personalized, next-generation estate planning solution that brings together everything your stakeholders need to create and manage their plan.
Employers
Gentreo helps you attract the best talent and optimize their productivity.
Benefit Providers
Gentreo expands your benefit offering and increases client satisfaction.
Churches & Nonprofits
Gentreo makes it easier for your members to bequeath gifts to your organization.
Financial Institutions
Gentreo is a value-added benefit that enriches your financial services offering.