Beneficiary Liquidity Plan (BLP):

Name: Wisepath Financial Group
Price range: $

While Adding a Revenue Stream to Your Practice!

Ensuring Immediate Funds for Your Client’s Family

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

As an attorney or financial advisor, 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.

Adding the Beneficiary Liquidity Plan to Your Practice Is a Game-Changer

Wisepath Financial Group in partnership with Integrity Marketing Solutions (IMS) and Homesteaders Life, has created a turnkey system to help attorneys and financial advisors integrate the BLP into their practice without any extra workload.

Get Paid for Reviewing the Finalized BLP – No commissions, just billable hours.
Stand Out in the Market – The BLP is an exclusive offering not available at other law or financial firms.
New Revenue Stream Without Additional Work – No need to hire more staff or learn financial services.
Marketing Provided by IMS at No Cost – Get fully managed marketing campaigns to promote your new offering.
No Enrollment Cost – There’s no upfront investment required.

The BLP empowers your clients to prevent probate complications and disputes, provide beneficiaries with instant access to needed funds, while strengthening your client relationships and enhancing your firm’s reputation.

A Competitive Edge for Your Firm

Estate planning attorneys and financial advisors 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

Speak with the IMS Marketing Team about Adding the BLP to Your Services

If you’re ready to elevate your services in your market, schedule a call today with James Campbell, Chief Growth Officer at Integrity Marketing Solutions. Don’t miss this opportunity to differentiate your firm and increase revenue.

Frequently Asked Questions

1. Is there a cost to my clients to create a BLP?

A: There is no out-of-pocket cost to your client to create their Beneficiary Liquidity Plan (BLP). The BLP is funded by reallocating non-liquid funds. For some clients, this may result in a taxable event.

2. What is the cost to the attorney to offer BLP to their clients?

A: There is no cost to enroll; however, attorneys must qualify to participate.

3. How does the law firm earn revenue by helping clients set up a BLP?

A: The law firm earns an hourly rate paid by Wise Path for reviewing finalized BLP documents to ensure accuracy. Attorneys will earn $400 per hour, with hours scaled in alignment with the amount invested into the BLP.

4. What is a Beneficiary Liquidity Plan (BLP)?

A: A BLP is a strategic plan designed to provide immediate liquidity for beneficiaries upon the death of the policyholder. It helps clients avoid the delays and complications of waiting for a death certificate or accessing non-liquid assets, ensuring funds are available when needed most.

5. How does the BLP fit into a client’s overall estate plan?

A: The BLP complements a client’s holistic estate plan by addressing the need for immediate cash flow, protecting the family from the financial risks associated with probate and delayed asset distribution.

6. Who manages the funds in the BLP?

A: The funds in the BLP are managed by Wise Path, with a focus on ensuring liquidity and availability for beneficiaries.

7. What role does the attorney play in the BLP process?

A: The attorney’s role is to review the BLP for accuracy and alignment with the client’s overall estate plan. They also educate the client on the importance of immediate funds and help ensure the BLP is properly integrated into their strategy.

8. How are BLP meetings scheduled and tracked?

A: Each attorney will have access to a dedicated BLP calendar link to schedule and track client meetings. This ensures an organized process and accurate record of how many clients are engaged in setting up their BLP.

9. What types of clients are ideal for a BLP?

A: The BLP is most suitable for clients with non-liquid assets or those looking to protect their family from the financial challenges associated with delayed asset access. Clients nearing or in retirement often benefit most from a BLP.

10. Is there a minimum investment required to establish a BLP?

A: Yes, there is typically a minimum funding requirement for the BLP. Specific thresholds will vary depending on the client’s situation and the structure of their plan.

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.