corporate demo

Prior to meeting

• Delete all maps
• [ ]

Objective

Get interest in our product Book trial period to get advisors on board Secure funding to continue development

Procedure

Provide 1 page summary of benefits Provide 5 to 10 minutes demo of software Answer any questions Confirm next steps

1 page summary

Demo Sequence

Decide on platform to use

• Filemaker Pro
• Webdirect
• Filemaker Go

1. Launch screen
2. Select Mercer/Gord
3. Choose “Test my estate plan” do not use details, stick to main info (This should take about 2 minutes to show)
   1. Family Members - can all be uploaded (confirm relationships)
   2. Pets - opportunity to connect over an important aspect of clients life
   3. Show Family Tree - confirm all relationships
4. Log assets - these also could be uploaded through the API
   1. Confirm ownership registration (start the probate conversation)
   2. View asset map (confirm beneficiary designations)
5. Log liabilities
6. Net Worth Statement - should line up with WealthPath - if not look for differences
7. Probate Planning - highlight the relatively small impact on the estate
   1. Show last-to-die
   2. Show first-to-die for each spouse
8. Income
9. Life Insurance
10. Estate Summary
11. Will Distribution (Get the clients version - follow up by asking for will)
12. Estate Distribution Map - show last to die
13. Finish by showing executor checklist

Features/Benefits to display

• Rapid onboarding (API upload possible)
• Use estate map to show estate planning gaps with minimal effort
• Provide custom executor checklist with highlighted areas of information gap