IMSRocks.com Webinar Series

Beneficiary Liquidity Plan (BLP):

Ensuring Immediate Funds for Your Client’s Family

While Adding a Revenue Stream to Your Practice!

When?

Date: Thursday, March 27
Time: 11:00 am CT

Host:

Co-Host:

Are You Leaving Your Clients’ Families Without Immediate Access to Funds?

As an estate planning attorney, you know that even the best-drafted trust or estate plan can’t provide immediate access to funds after a client’s death. This funding gap—the period between death and when assets are distributed—can last weeks or even months. During that time, surviving family members are left scrambling to cover funeral costs, mortgage payments, and legal fees.

The reality? More than 50% of families go into debt following the death of a loved one. Many attorneys hesitate to bring this up with clients because they aren’t sure how to solve the problem.

What if you could offer a simple, effective solution—one that gives your clients peace of mind and sets your firm apart?

Introducing the Beneficiary Liquidity Plan® (BLP): The Missing Piece of the Estate Planning Puzzle

According to Empathy’s The Cost of Dying 2024 report, families face an average of $12,616 in loss-related expenses, with 35% receiving little to no reimbursement from the estate, leaving them to cover these costs out of pocket. This reality is the elephant in the estate planning room that no attorney wants to address because they don’t have a solution – until now.

The Beneficiary Liquidity Plan® (BLP) is a game-changing financial tool designed to fill the liquidity gap, ensuring that your client’s beneficiaries have access to cash within 24-48 hours—without waiting for probate or death certificates.

Requires no medical exams, health questions, or ongoing premium payments
Provides guaranteed-issue whole life coverage
Funds are available within 24-48 hours through licensed funeral providers
Uses existing assets—no additional funds required

This is not just another life insurance policy. The BLP is a unique offering that works alongside an estate plan, giving your clients a way to ensure their family won’t struggle financially while waiting for estate settlements.

What You’ll Learn in This Exclusive Webinar

Join James Campbell and Amy Bloom as they walk through:

How the Beneficiary Liquidity Plan® solves the post-death funding gap
The seamless process of integrating BLPs into estate plans
How law firms can use this tool to provide a unique value offering and create a new revenue source
The role the attorney plays in the BLP process

A Competitive Edge for Your Law Firm

Estate planning attorneys who offer the BLP gain a distinct advantage over competitors. By bringing this solution to your clients, you:

✔️ Differentiate your firm with an exclusive, first-of-its-kind offering
✔️ Strengthen client relationships by providing a critical and often overlooked solution
✔️ Open new revenue opportunities without increasing workload
✔️ Build long-term connections with beneficiaries, expanding your client base

About The Presenters

With 20+ years of experience in estate planning and elder law marketing, James Campbell has helped countless attorneys grow their firms by attracting better clients, closing higher-value cases, and building scalable marketing systems.

Head of Beneficiary Liquidity Plans, Wisepath Financial Group
Amy is a recognized expert in addressing the liquidity crises families face after a loved one’s passing. She has helped countless advisors integrate Beneficiary Liquidity Plans into their services to bridge the gap between clients and their beneficiaries.