Everest Funeral Concierge Service - exclusively for WFG
Value-added benefits from ivari provide access to extra services and support at no additional cost. When offered with an insurance policy from ivari, your customers will have valuable insurance protection along with additional benefits for today and into the future.
Exclusively for WFG - ivari has partnered with Everest Funeral Concierge (“Everest”) to offer a unique solution that may help customers save money and hours of stressful planning.
The life insured under an ivari prosperity Universal Life insurance policy will have access to Everest* to help plan for, and deal with, a funeral.
Everest is a funeral planning and concierge service. When help is needed, the 24/7 Everest Advisors are one phone call away, ready to personalize the funeral plan, compare and negotiate best prices with local funeral homes. Everest also provides a secure cloud-based data vault for storing personal information.
This value-added service is available on prosperity Universal life coverages with a face amounts of $100,000 or above at the time of issue.** Customers are required to provide their opt-in consent to share their personal information with Everest and register for Everest services.
Everest is also available with prosperity Simplified Issue and prosperity Guaranteed Issue. For more information, please visit the Si/Gi page.
Everest and prosperity Universal Life
- Everest Funeral Concierge Services – Program Overview
- Everest Funeral Concierge Service (Exclusively for WFG)
- Sharing of Personal Information Authorization for the Insured
For more information, please contact your WFG Sales team.
*Access to Everest Funeral Concierge Services is offered by ivari upon consent at no additional cost and is only available if the prosperity policy is in effect.
** Not available on replacements or on joint applications.
Everest Funeral Concierge Services is non-contractual and is subject to program availability. Everest Canada LLC is the sole provider of the Everest Funeral Concierge Services (24/7 Advisor Assistance, Will Prep, Tenzing, and PriceFinder) available with ivari prosperity Universal Life, prosperity Simplified Issue and prosperity Guaranteed Issue policies. ivari and its affiliates make no representations and warranties and are not liable for the quality or availability of the products or services offered by Everest Canada LLC or any of its affiliates. Everest is not an agent or broker of ivari.
Everest and the Everest logo are service marks of Everest Funeral Package, LLC. Everest Funeral Package, LLC, EA Financial Advisors, LLC and their respective affiliates have no affiliation with Everest RE Group, LTD., Everest Reinsurance Company, or any of their affiliates. Will Prep is not available in Quebec, the Yukon, the Northwest Territories and Nunavut. Everest’s Services are not available in Thunder Bay.