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estate planning

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 12, 2020 by Cody Barbo · across every show →

Everything said about estate planning, oldest first

Jun 12, 2020 negative
Insight
Why offering free estate planning products creates consumer distrust
“Because we felt that a free product within estate planning can actually communicate distrust. Well, what's the catch if I'm making these sensitive decisions, right? What's the catch of a free estate planning document? So that's why we like the paid product.”
Cody Barbo Jun 12, 2020 ▶ 13:47 Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning
Jun 12, 2020 negative
Assertion Supported
40% of baby boomers do not have an estate plan
“Yeah, 40% of boomers have no form of estate plan, which is honestly a crisis.”
Cody Barbo Jun 12, 2020 ▶ 3:32 Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning
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