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Building Relationships for  Deathcare and Financial Services Professionals

INEX has a unique focus on product development.  After witnessing the difficulties experienced by a relative trying to close a loved one’s estate, Corinne Bryson realized that a simple, comprehensive guide was needed for executors and administrators, many of whom have no experience with the process. As the largest generation in history, baby boomers stand to inherit over $30 trillion in North America alone, and most of that money will pass through the hands of amateur executors.

Thus the creation of Closing Affairs, the most authoritative guide for executors and administrators in North America.  Corinne realized that the best way to get Closing Affairs into the hands of executors was via the deathcare profession, which has the most contact with individuals who have been charged with settling an estate.  Corinne also realized that Closing Affairs offered deathcare professionals an opportunity to extend and enhance their relationship with client families by providing a valuable tool to the next generation.  Over time, Closing Affairs was also introduced to financial advisors, who also deal frequently with executors but who do not want to take on the role themselves for reasons of conflict of interest.  Closing Affairs gave them a way to provide support to the executor while remaining their financial advisor.

Through the development of Closing Affairs, Corinne and her team at INEX gained a unique perspective on the needs of the deathcare and financial services professions. Specifically, they recognized the need for both professions to constantly nurture their client relationships from one generation to the next.  This led to the creation of In Case of Emergency, a personal preparedness tool that helps people to assemble all of their critical documents in one place.  For the deathcare professional, In Case of Emergency has become a way to bridge the gap between the pre-need and at-need periods with their client families.  For financial advisors, it has become a valuable onboarding tool that helps to streamline their process and add value to the client relationship.

Because of their unique focus and experience, INEX is developing relationship-building products that provide extremely high functionality and perceived value.  INEX continues to develop new products with the same insight and expertise that have made Closing Affairs and In Case of Emergency the most highly respected products of their kind.