Everest WFG

Learn more—visit our website:
everestfuneral.com

Everest is a funeral planning and concierge service offered through select life insurance policies, employee benefit programs, and financial planning professionals.

08/26/2026

Last week, Everest Sales Director Dan and his wife, Bunmi, officially became Canadian citizens! 🍁

Everyone at Everest is so happy for them and wishes them both congratulations! ❤️🤍❤️

Swipe through to see some special moments from the ceremony and celebrations. A big thank you to everyone who came out to celebrate this incredible milestone with them!

Congratulations, Dan & Bunmi!

08/24/2026

August is National Make-A-Will Month, serving as an annual reminder to create or update estate plans.

Have you taken the time to show your clients the value of the Everest online tools?

📜𝙒𝙞𝙡𝙡 𝙋𝙧𝙚𝙥℠
Create a Legal Will, Power of Attorney and Healthcare Directive

🔎𝙋𝙧𝙞𝙘𝙚𝙁𝙞𝙣𝙙𝙚𝙧℠ Compare funeral and cremation prices for your location

✨𝙈𝙮 𝙒𝙞𝙨𝙝𝙚𝙨
Document your preferences and wishes

📂🔐𝙏𝙚𝙣𝙯𝙞𝙣𝙜®
Secure vault for your personal documents

08/19/2026

High persistency increases when you engage clients immediately after the sale in a personalized way.

👉🏻Tip: All the work you do on relationship building means you’ve got clients who feel attended to and that improved experience translates to maintaining and growing your business.

𝗔̲𝗙̲𝗧̲𝗘̲𝗥̲ ̲𝗧̲𝗛̲𝗘̲ ̲𝗦̲𝗔̲𝗟̲𝗘̲

✅Follow up early: Send a simple, short message within 24-48 hours to reenforce that they made a great decision, and you are available if they have any questions.

✅Ask questions: Have you set up your online profile?

✅Respond to questions qu**ky: Ideally within a few hours and no longer than 24 hours.

08/17/2026

📸 Everest Summer Highlights 😎
Swipe through for a few of the moments that made this summer one to remember. From team events to celebrations and everything in between, there were SO many great moments—we couldn’t fit them all in!

08/12/2026

High persistency is an indicator of customer satisfaction.

👉🏻Tip: Take time to maintain and nurture client relationships, serving as an educator and advisor. Satisfied clients are much more likely to keep their policy and recommend your services to friends and family, generating high-quality leads.

✅Check in with your clients regularly: 2-4 times per year (Policy anniversary, life events, annual review…)

𝗦𝗲𝗿𝘃𝗶𝗰𝗲 = 𝗦𝗮𝗹𝗲𝘀

08/10/2026

WSB Weekend Fun! ☀️

Thank you Sujata de souza and Team for having us at the WSB Team Picnic! It was amazing to see so many familiar faces and make new connections with 500+ attendees.

Great people, great energy, and a whole lot of fun! 💚

08/05/2026

High persistency is the ultimate indicator that your clients understand the true value of their coverage.

👉🏻Tip: Focus on the product as a solution and its value beyond the policy.

Show your clients how Everest can support their needs.

📜𝙒𝙞𝙡𝙡 𝙋𝙧𝙚𝙥® Create a Legal Will, Power of Attorney and Healthcare Directive

🔎𝙋𝙧𝙞𝙘𝙚𝙁𝙞𝙣𝙙𝙚𝙧℠ Compare funeral and cremation prices for your location

✨𝙈𝙮 𝙒𝙞𝙨𝙝𝙚𝙨 Document your preferences and wishes

📂🔐𝙏𝙚𝙣𝙯𝙞𝙣𝙜™ Secure vault for your personal documents

08/04/2026

August Webinars 🧑🏻‍💻👩🏽‍💻

Don’t miss this month’s Everest Virtual Training North America, covering both Canada and the USA!

We’re hosting four powerful webinars:

🇨🇦🇺🇸 Everest Agent Training
🇨🇦Agent Insurance Product Training
🇺🇸Agent Insurance Product Training
🇨🇦🇺🇸Client Seminar

Everest Virtual Training will be offered on various dates throughout August, giving you the flexibility to attend at your convenience. Swipe Left to see the available dates.

These sessions will elevate your knowledge of the Everest Concierge Service and online tools, enhance your business, and set you up for success!

Registration Required: Click the link https://linktr.ee/EverestVirtualTraining

08/01/2026

Keeping the momentum going.

07/28/2026

A few weeks ago, we announced our new partnership with Manulife in Canada. Now, hear from Tony Trozzo, Director of Mass Market, Manulife, as he shares what’s coming in 2026 and beyond—including new product offerings designed to deliver even more value for your 🇨🇦 clients.

Address

Houston, TX
77056

Website

https://everestfuneral.com/

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