January 25, 2021
Published by T3NewsADM at January 25, 2021
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NGL Acquires Everplans, Laying a Foundation for Expansion to Become a Digital Leader in the Insurance and Employee Benefit Landscape

National Guardian Life Insurance Company (NGL) has announced the acquisition of Everplans, a New York City-based digital life-planning and organization company. Everplans will remain a separate […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
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March 8, 2017
Published by T3NewsADM at March 8, 2017
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Everplans and Orion Announce Integration to Enhance Advisors’ Referral Networks

Financial advisors using Everplans Professional (“Everplans”) and Orion Advisor Services, LLC (“Orion”) now have a new tool to engage and grow their client base. Everplans, a guided […]
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January 21, 2016
Published by T3NewsADM at January 21, 2016
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Everplans and Redtail Announce Relationship to Deliver Streamlined End-of-Life Planning Technology to Advisors

First financial services integration for Everplans Professional since launch in June 2015 Everplans and Redtail Technology today announced a new relationship and completion of initial integration […]
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