Latest news with #EDGEConference
Yahoo
15 hours ago
- Business
- Yahoo
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
Recognized for new standalone deed filing feature to be demonstrated at upcoming EDGE Conference SEATTLE, June 10, 2025--(BUSINESS WIRE)--EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 Industry Awards ("The Wealthies"). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing Service and Streamlining Trust Digitization and Restatement. This marks the second consecutive year Encore has received multiple finalist honors, underscoring the company's commitment to empowering advisors with tools that simplify and elevate the estate planning experience. Encore serves more than 5,500 advisors nationwide and maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey and the T3/Inside Information Advisor Tech Survey. "As a bootstrapped company, our 'Advisors first, always' core value lets us prioritize what matters most to our users," said Matt Morris, CEO of EncorEstate Plans. "We're grateful to the advisors and other partners, along with our amazing team, for making this recognition possible. We are mission-driven to help more financial professionals see how they can use modular estate planning services – supported by not just the EncorEstate Plans technology, but a team of legal professionals who supervise and support the documentation and deed filing process – to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines." UPCOMING DEMO AND NEW FEATURE ANNOUNCEMENT AT WM EDGE Morris will showcase Encore's latest advancements at the upcoming Wealth Management EDGE conference, June 10-12 in Boca Raton, FL, where he will debut an exclusive new platform feature, the Standalone Deed Filing service, during the WealthStack Demos on Wednesday, June 11, 2025. The 60-minute WealthStack Demo session, which will showcase Encore as well as other innovative wealthtech solutions, starts at 2:40pm ET. This new capability enables advisors to assist clients in funding their trusts with real estate, even if the original estate planning documents were not created on the Encore platform. "Think of a trust as a safe. You fill it with things you want your trustee to control," Morris explained. "The benefit of avoiding probate is lost when real estate isn't titled in the name of the trust. Our new Standalone Deed Filing Service makes it easier than ever to ensure existing estate plans are properly funded and to overcome the common procrastination that leaves clients exposed." The new Standalone Deed Filing Service is designed to close a critical gap for advisors. While many clients complete estate planning documents, they often delay or neglect the crucial step of recording their home deeds with the county, leaving their largest asset out of the trust. Encore's solution streamlines this process, enabling advisors to deliver comprehensive, actionable estate planning support. #1 IN ADVISOR SATISFACTION AND FLEXIBLE PRICING Encore continues to set itself apart with a pay-as-you-go pricing model and a steadfast commitment to advisor autonomy – there is no vendor lock-in. Unlike other estate planning tools that compete for attention within the financial services industry, renewal sticker shock is also thwarted thanks to EncorEstate Plans' innovative business model. ABOUT "THE WEALTHIES" AWARD COMPETITION Now in its 11th year, the Wealth Management Industry Awards (a.k.a., The Wealthies) is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4, 2025. "The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry," said David Armstrong, director of editorial strategy and operations. "They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward." an Informa business, provides wealth professionals with information that helps financial advisors build stronger relationships, improve efficiencies, and grow business. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. ABOUT ENCORESTATE PLANS Founded in 2021 and headquartered in Seattle, EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding platform for advisors. The company's technology and support team empower advisors to create, update, and fund estate plans efficiently, all under the advisor's brand. The platform has been rated an "All Star" for the second consecutive year by the T3/Inside Information Software Survey, earning the highest average user rating (8.47 out of 10) and nearly doubling its market share in the estate planning software category. Kitces' Financial Planning Productivity Survey ranked Encore #1 in client satisfaction, recognizing the focus on scaling up their team of human estate planners, attorneys, and paralegals to be advisors' estate planning back office, and placing value on higher service touch over pure technology solutions. For more information, visit View source version on Contacts Media Contact:Dori ThomasImpact Communications, Inc.913-649-5009DoriThomas@
Malaysian Reserve
07-05-2025
- Business
- Malaysian Reserve
Internova Travel Group Marks Global Travel Advisor Day, 10th Anniversary of Family Bonds Foundation
Charitable initiative to help those in need in the travel industry has distributed more than 250 grants since its founding in 2015 NEW YORK, May 7, 2025 /PRNewswire/ — As the world celebrates Global Travel Advisor Day, Internova Travel Group is also marking a major milestone: the 10th anniversary of Family Bonds Foundation, its nonprofit initiative dedicated to supporting travel professionals and their families through life's toughest challenges. Since its founding in 2015, the Foundation has provided more than 250 emergency grants to individuals across the U.S. affected by illness, job loss, natural disasters and other unexpected hardships. These grants have helped advisors rebuild their lives, often after devastating personal losses. 'This day is about honoring the dedication of travel advisors around the world,' said J.D. O'Hara, CEO of Internova Travel Group, one of the world's largest travel services companies representing more than 100,000 travel advisors. 'But it's also a powerful reminder of our responsibility to stand by the people who make travel possible when they need us most.' In 2024 alone, Family Bonds Foundation raised a record-breaking $650,000, thanks to Internova's advisor network and the incredible generosity of supplier partners. Globus family of brands, Outside Agents, Pavlus Travel and Signature Travel Network served as Diamond sponsors, while Allianz Partners and AmaWaterways have already signed on as Diamond Plus donors in 2025, each committed to contributing at least $100,000 this year. To mark its 10-year anniversary and build on this momentum, Internova has set its most ambitious fundraising goal yet—$800,000 in 2025—with major fundraising events planned at two flagship conferences: Travel Leaders Network's EDGE Conference, June 9-12 at Caesars Palace in Las Vegas, and Nexion's CoNexion Conference, Sept. 8-10 at the Universal Orlando Resort. Both events will feature public silent auctions and raffles with travel prizes including cruises, luxury stays and premium flights. Bidding opens online one week before each event. 'This foundation is not just for our company, it's for the entire travel advisor community,' said Jackie Friedman, President of Family Bonds Foundation and of Nexion Travel Group, a premium host agency within Internova Travel Group. 'We encourage all travel agencies and networks to join us in supporting the people who make this industry so special. Together, we can make an even bigger impact.' The Foundation accepts nominations year-round, and anyone in the travel industry can nominate a U.S. colleague in need. The next nomination deadline is July 15, with recipients notified by August 1. This year, the Foundation aims to award more than 100 grants. For more information on how to become a corporate donor, or to nominate someone or make a donation, visit About Internova Travel Group Internova Travel Group is one of the largest travel services companies in the world with a collection of leading brands delivering high-touch, personal travel expertise to leisure and corporate clients. Internova manages leisure, business and franchise firms through a portfolio of distinctive divisions. Internova represents more than 100,000 travel advisors in over 6,000 company-owned and affiliated locations predominantly in the United States, Canada and the United Kingdom, with a presence in more than 80 countries. CONTACT: Elizabeth Gaerlan egaerlan@ 1-212-944-1125 View original content to download multimedia: SOURCE Internova Travel Group
Yahoo
07-05-2025
- Business
- Yahoo
Internova Travel Group Marks Global Travel Advisor Day, 10th Anniversary of Family Bonds Foundation
Charitable initiative to help those in need in the travel industry has distributed more than 250 grants since its founding in 2015 NEW YORK, May 7, 2025 /PRNewswire/ -- As the world celebrates Global Travel Advisor Day, Internova Travel Group is also marking a major milestone: the 10th anniversary of Family Bonds Foundation, its nonprofit initiative dedicated to supporting travel professionals and their families through life's toughest challenges. (PRNewsfoto/Internova Travel Group) Since its founding in 2015, the Foundation has provided more than 250 emergency grants to individuals across the U.S. affected by illness, job loss, natural disasters and other unexpected hardships. These grants have helped advisors rebuild their lives, often after devastating personal losses. "This day is about honoring the dedication of travel advisors around the world," said J.D. O'Hara, CEO of Internova Travel Group, one of the world's largest travel services companies representing more than 100,000 travel advisors. "But it's also a powerful reminder of our responsibility to stand by the people who make travel possible when they need us most." In 2024 alone, Family Bonds Foundation raised a record-breaking $650,000, thanks to Internova's advisor network and the incredible generosity of supplier partners. Globus family of brands, Outside Agents, Pavlus Travel and Signature Travel Network served as Diamond sponsors, while Allianz Partners and AmaWaterways have already signed on as Diamond Plus donors in 2025, each committed to contributing at least $100,000 this year. To mark its 10-year anniversary and build on this momentum, Internova has set its most ambitious fundraising goal yet—$800,000 in 2025—with major fundraising events planned at two flagship conferences: Travel Leaders Network's EDGE Conference, June 9-12 at Caesars Palace in Las Vegas, and Nexion's CoNexion Conference, Sept. 8-10 at the Universal Orlando Resort. Both events will feature public silent auctions and raffles with travel prizes including cruises, luxury stays and premium flights. Bidding opens online one week before each event. "This foundation is not just for our company, it's for the entire travel advisor community," said Jackie Friedman, President of Family Bonds Foundation and of Nexion Travel Group, a premium host agency within Internova Travel Group. "We encourage all travel agencies and networks to join us in supporting the people who make this industry so special. Together, we can make an even bigger impact." The Foundation accepts nominations year-round, and anyone in the travel industry can nominate a U.S. colleague in need. The next nomination deadline is July 15, with recipients notified by August 1. This year, the Foundation aims to award more than 100 grants.
