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Cody Barbo

๐Ÿ‘ค Speaker
245 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

What's the catch of a free estate planning document?

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

So that's why we like the paid product.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

It's priced competitively.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

But we also want to make sure that we have an opportunity to adjust and evolve our business model.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We have at least a dollar.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

I'd have to run the exact number.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

I mean, it's North, it's between comfortably sharing North of 5,000 and it just depends which product here they chose.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

If it came through a channel partnership or it came direct.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Yeah, I'm trying to be mindful of what I'm sharing because we are venture backed and I know we have competitors out there.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

So I'm trying to play that game in my head of like, what do I feel is most appropriate to share?

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

It doesn't give away kind of the core foundational business metrics.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Yeah, absolutely.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

So one of our longest partnerships is with Haven Life Insurance.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Haven Life Insurance is a subsidiary of MassMutual.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

They're targeting young families with term life policies up to a couple million dollars.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Life insurance and estate planning go hand in hand.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

They're so complementary.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Most people start to think about life insurance because they got married or started a family.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

It's very complementary to why people start to think about a will is generally what most people think to do versus a trust, which takes a little more kind of financial knowledge and savvy to understand.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

So we have Haven Life where they have a benefits package called Haven Life Plus.