Estate planning gets smarter: Trust & Will to add verified insurance data via Canopy Connect
coverager - Oct 15, 2025
The partnership marks an industry first: connecting verified insurance information with Trust & Will’s platform to give financial professionals a more complete view of assets, coverage, and beneficiaries within an estate plan....
Recommended Articles
Posted: Apr 03, 2026
Turn complex distribution models into scalable, revenue-driving insurance operations...
Posted: Apr 03, 2026
The transaction expands AMBA’s presence in professional and membership-based markets....
Posted: Apr 03, 2026
Pan‑American Life launched an online claims portal for U.S. life insurance beneficiaries in partners...