Introducing Ladder for Advisors
A Streamlined Solution to Help Forward-Thinking Financial Advisors Better Serve Their Clients
Today, at the T3 Advisor Conference in Dallas, we unveiled Ladder for Advisors: a brand new solution designed specifically for financial advisors. Ladder for Advisors provides financial advisors with a streamlined way to not only help their clients secure life insurance but also ensure life insurance is an interactive component of a client’s overall financial plan. Starting today, advisors can access a customized toolkit and dashboard that provides the visibility necessary to help their clients have the right amount of coverage for their needs, at any given time. Ladder for Advisors is yet another step in our ongoing mission to make life insurance easy.
While financial advisors often recognize that life insurance is a critical component of their customers’ overall financial picture, the traditional process for helping their clients secure that piece has been burdensome — involving multiple conversations with insurance agents, lengthy applications, and weeks of waiting for an answer. Ladder for Advisors solves this problem by providing financial advisors with the tools and materials they need to help clients get coverage in place quickly as well as a way to monitor how that coverage is interacting with other elements of their larger financial plan over time. Advisors who sign up with Ladder will be provided with a customized toolkit, including a digital dashboard that provides them with helpful insight on how much life insurance coverage a client needs, based on their unique needs at any given time.
Financial advisors are on the front line of helping people understand the components that drive their need for life insurance coverage. They also understand that these components are not static and that a person’s needs change over time. The amount of life insurance coverage a consumer needs can change with every paycheck, mortgage payment, or fluctuation in their investments. As advisors help clients plan for both short and long-term financial goals, it only makes sense that each piece of the financial puzzle is interactive rather than siloed and stagnant. It is why advisors have been some of the people most excited to discover Ladder’s dynamic, ‘laddering’ capability.
Ladder for Advisors is the latest innovation in our ongoing quest to introduce a new approach to life insurance — one that is not only instant, but that also empowers consumers to easily decrease coverage at any time or apply for more as their financial picture fluctuates over time. This new solution for financial advisors comes on the heels of partnerships Ladder has announced to give consumers visibility into the role life insurance plays in relation to other elements of their financial plan. With each of these advancements, we’re continuing to create new entry-points for consumers to ensure life insurance is accessible to them — where they want it when they want it. Stay tuned, there is more to come.
