Yourefolio Partners with One Resource Group to Create Insurance Opportunities

Yourefolio™, the leader in estate and legacy planning software, has partnered with One Resource Group to create an insurance exchange for estate planning professionals and their clients. Yourefolio™ is partnering with One Resource Group to manage the exchange and cases submitted through the platform. Yourefolio™ will make the exchange available for professionals and their clients who are subscribers. Yourefolio™ will also make the exchange available to consumers through their “Estate Organizer” application. Yourefolio™ has chosen to work with One Resource Group because of their scale, knowledge of industry solutions and level of service for both professionals and clients.

Spotlight

Other News

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Spotlight

Resources