Bequest

Bequest is a forward-thinking startup that aims to simplify and modernize the process of securing life insurance and creating wills. The company operates in the financial services market, specifically focusing on life insurance and estate planning. Bequest primarily serves individuals and families who want to ensure their loved ones are financially protected and their wishes are clearly documented in the event of their death.

The business model of Bequest is straightforward yet innovative. They offer life insurance policies and will-writing services through an easy-to-use online platform. Clients can get quotes, purchase policies, and create legally binding wills without the hassle of traditional paperwork or lengthy processes. This digital-first approach not only saves time but also makes these essential services more accessible and affordable.

Bequest makes money by selling life insurance policies and will-writing services. They partner with established estate planning firms like James Pearson Estate Planning (JPEP) to provide comprehensive solutions. By integrating these services into a single platform, Bequest offers a one-stop shop for all end-of-life planning needs. This not only enhances customer convenience but also creates multiple revenue streams for the company.

The company is changing the conversation around life insurance and wills by making these topics less daunting and more approachable. They provide educational resources to help clients understand the importance of these services and how to make informed decisions. This customer-centric approach helps build trust and long-term relationships with their clients.

In summary, Bequest is revolutionizing the life insurance and estate planning industry by offering a seamless, digital experience that is both efficient and cost-effective. They cater to individuals and families looking for reliable and straightforward solutions to protect their loved ones and ensure their wishes are honored.

Keywords: life insurance, wills, estate planning, digital platform, financial protection, online services, family security, affordable, accessible, customer-centric.