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Everplans, the top Life and Legacy Planning platform for financial advisors and their clients, has partnered with Dan Candura, CFP® of PennyTree Advisers and Candura Group to offer preferred pricing to interested parties who sign up for Everplans using this webpage. Fill out the form to learn more about how Everplans can help you establish yourself with the next generation of clients.
Expand Your Advisory Role
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Strengthen client relationships by involving them in the active work of their end-of-life plans.
Prove your worth as an advisor by filling gaps in your clients’ planning.
Connect with the next generation of clients by working with both benefactors and beneficiaries.
Everplans Professional: a co-branded life planning tool for you and your clients.
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