4 Ways Banks Can Assist Customers with End-of-Life Planning
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. Without a clear end-of-life plan in place, families are more likely to lose wealth when it transfers from one generation to another […]
6 Essential Will Preparation Tips for Your Banking Customers This National Make-A-Will Month
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. August is National Make-A-Will Month, an annual event intended to encourage people to create their wills if they haven’t already done so. […]
What Is Digital Transformation in Banking?
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. It can be easy to rest on your laurels with solid in-person customer service and friendly handshakes when you’ve got a good […]
5 Legacy Planning Solutions to Simplify the Planning Process
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. Planning for the future is a crucial step in ensuring our loved ones are taken care of after we’re gone. Legacy planning […]
A Modern Perspective on Bank Management
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. In the last few decades, the banking industry has had to completely reimagine how business is done. Gone are the days when […]
Heirlooms to Leave Your Loved Ones
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. The holidays are right around the corner. It’s the time when families get together and create memories that will last a lifetime. […]
Our Online Will Maker Now Available in 49 States
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. It seems like just yesterday, we announced that we launched our online-will product was available in Texas. Now, we are pleased to […]
4 Family Engagement Strategies To Build Future Generations
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. The question of family wealth passing from generation to generation splashed across the headlines in September of 2022 when Patagonia founder Yvon […]
Five Ways Financial Institutions Can Start Building Client Relations
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. Competition is fierce in today’s banking industry, and as many as 55% of customers report seeking services from their primary financial institution’s […]
Digital Estate Planning: How to Protect Your Legacy
The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned for more information. Difficult question: What will happen to your digital property after you’re gone? While it’s not easy to think about, you should have […]