Cody Barbo

They've wrapped in our will as a free will for their life insurance policyholders.

And we have a phenomenal conversion from a Haven Life policyholder to a trust and will customer.

Yep.

No, so we wholesale it with them.

So their customers are getting the will for free, and then they're paying us a wholesale rate because it's a bulk rate on the back end.

Okay.

Yeah, they're much larger than Trust in a Wall.

They're obviously funded by MassMutual, one of the largest life insurance companies in the country.

It's still a MassMutual policy that you're getting.

It's just Haven Life is the brand that they're marketing towards this younger family demographic on.

Precisely.

And we have a ton of flexibility to do that, not just with insurance companies, but we'll be announcing some partnerships in the financial services space here in 2020 that functions fairly similarly, either through a wholesale rate or through a revenue share.

Yeah, we got 11 people on the team.

So three co founders, we got a 10 year trust in the state's attorney, head of marketing, a lot of product engineers.

Not yet.

No, it's an area that we're exploring.

One of the interesting channels that will be evolving this year is financial advisors.

So one of the roles that we're hiring for right now is a channel sales rep.

We want to tap into the 300,000 financial advisors, wealth managers, CFPs in the country that often talk to their clients about estate planning from day one.

It's part of the onboarding conversation.