Parentfile | One place to save what truly matters.

SHARE WITH CLIENTS

Help your clients start a Parentfile. A true win-win for everyone. Perfect for financial advisors, lawyers, accountants, life insurance agents and more.

HOW IT WORKS

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Schedule a time below to have a brief conversation about our program. If you’re approved into the program, your clients would receive a 20% discount to start their account, then you’d earn a 50% royalty on their annual subscription fees. 

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It’s very easy for clients to set up on their own, especially when encouraged to do as a part of a process they are already already doing (such as part of an annual review call, at the same time they are setting up their will, etc.). This can add up to a substantial additional earnings stream over time due to the long retention rates of Parentfile subscribers.

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In addition, it’s a wonderful retention resource to connect with your clients in a meaningful way. Click on the button below to schedule a call to learn more.