In this episode, we dive into the innovative world of online wills with Aaron Zelman, co-founder of Willed and award winner of the IFA Risk Adviser of the Year. Aaron shares his journey from a passionate life insurance adviser to a tech entrepreneur, driven by the need to simplify end-of-life services. Discover how Willed is revolutionising estate planning by offering a streamlined, affordable, and accessible online platform for creating wills, handling funerals, and more. Learn about the critical importance of having a will, the ease of the digital process, and how advisers can integrate these services to better serve their clients.
Advisers can team up with Willed and get in touch using this link: www.willed.com.... Don't miss out on this insightful conversation that combines tech, finance, and peace of mind for the future.
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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.