Contact Us

Silver Rock Partners Announces First Virtual Estate Planning Tool Available To High-Net-Worth Clients

New and innovative estate planning technology

YouTube Video

Silver Rock Partners Intro Video

"This is the first stage of a long-term effort to ubiquitously digitize all aspects of estate planning," says Ron Roth, managing partner. "

    NEW YORK, NY, August 13, 2015 /24-7PressRelease/ -- Silver Rock Partners, an innovative and forward looking NY estate planning firm announces the release of its original and unique cutting-edge technology "virtual estate planning analysis" (VEPA) tool. The company is comprised of a team of expert advisors who have decades of experience working with estate planning for high-net-worth individuals and affluent families. Silver Rock Partners also offers custom insurance products for foreign nationals and life insurance for those who have been deemed uninsurable. This recent release of version 1.0 of the virtual estate-planning tool is a breakthrough in the industry. The VEPA is a tool that is designed to make estate planning easier, more convenient and far more accessible to prospective clients. It is now available for the first time on the firm's main website http://www.silverrockpartners.com/ and requires an access code. An online demo is available for media preview.

As a breakthrough in the insurance industry, what makes this product cutting edge and innovative is its unique approach to allowing individuals to view a demo estate plan from the comfort of home or the office. This is an industry first in that the firm's proprietary Internet-based technology allows for an initial estate planning analysis that can be done completely online. Clients are provided with a time-sensitive access code and are then able to view a digital version of an estate plan analysis or e-book type presentation that can be reviewed while talking on the phone with an advisor.

"This is the first stage of a long-term effort to ubiquitously digitize all aspects of estate planning," says Ron Roth, managing partner. "We strive to provide the absolute best in estate and legacy planning for those with substantial wealth and to leverage digital technology in the estate planning and insurance industry."

Topics covered in the virtual estate plan include a federal estate tax schedule, a summary of all relevant documents including wills, trusts, special directives, as well as insurance schedules and analysis. These documents are packaged and reviewed (as necessary) in one complete plan for clients. These plans can be stored in a secure digital vault or delivered to the client. This recent announcement with regard to the official launch of the virtual estate-planning tool by Silver Rock Partners is one more key indicator that Silver Rock is dedicated to leveraging digital technology in the estate planning and insurance industry.

Silver Rock Partners is a life insurance firm with multiple office locations across the country. The firm provides valuable services to affluent and high-net-worth individuals in the form of unique life insurance products and estate planning. The company also offers innovative cutting-edge virtual technology that enables clients to experience a virtual estate planning session from the comfort of home or the office. With decades of experience and seasoned life insurance advisors Silver Rock Partners has become one of the most trusted names in specialty life insurance products and services. Foreign nationals requiring more advanced tax efficiency also turn to Silver Rock Partners. In addition, the firm makes available an array of custom solutions for the uninsurable. Silver Rock Partners maintains its headquarters in Melville NY with other convenient office locations in Miami and Los Angeles.


# # #



Comment on this story...

Share This Story


Email this Story

Contact Information


Ron Roth
Silver Rock Partners

New York, New York
USA
Voice: (631) 223-7120
E-Mail: Email Us Here
Website: Visit Our Website
Blog: Visit Our Blog
Follow Us:

Like This Story?


I like it! 0

Disclaimer


If you have any questions regarding information in this press release, please contact the person listed in the contact module of this page. Please do not attempt to contact 24-7 Press Release Newswire. We are unable to assist you with any information regarding this release. 24-7 Press Release Newswire disclaims any content contained in this press release. Please see our complete Terms of Service disclaimer for more information.