What is IronClad Family? IronClad Family is a secure digital vault platform that helps financial advisors protect their clients' families by organizing critical documents, credentials, and instructions in one secure location. We enable advisors to go beyond portfolio management to become truly indispensable to their clients.

What problem does IronClad Family solve? 60% of families can't locate critical documents during emergencies. 73% of digital assets are lost when someone passes away. IronClad Family ensures your clients' families have immediate access to everything they need—wills, insurance policies, account credentials, medical directives, and final wishes—when crisis strikes.

How is IronClad Family different from competitors like Everplans or TrustGuard? Unlike competitors, IronClad Family uses zero-knowledge encryption (we can't access your clients' data), is fully RUFADAA compliant, and was built specifically for financial advisors. We also provide a co-branded advisor dashboard, gap discovery tools, and white-glove onboarding support.

Is IronClad Family secure? Yes. We use military-grade, zero-knowledge encryption. This means even our team cannot access your clients' vault contents. Data is encrypted at rest and in transit, and we maintain SOC 2 Type II compliance.

How does IronClad Family help me retain clients? Advisors using IronClad Family report 89% client retention rates. When you protect a client's entire family—not just their portfolio—you become irreplaceable. The platform also surfaces 2-3 planning gaps per client, creating natural opportunities for deeper engagement.

What planning gaps does the platform uncover? Common gaps include: outdated beneficiary designations, missing or outdated wills, inadequate life insurance coverage, no healthcare directives, unprotected digital assets, and lack of emergency access plans. Each gap is an opportunity to provide additional value.

Will this work with my existing tech stack? Yes. IronClad Family integrates with major CRMs including Salesforce, Redtail, and Wealthbox. We also offer API access for custom integrations.

How long does onboarding take? Most advisors are fully operational within 2-3 weeks. Our 12-week implementation program includes platform setup, team training, client introduction scripts, and ongoing support.

What's the time investment for my team? Initial certification takes about 2 hours. After that, introducing IronClad Family to clients takes just 5-10 minutes per conversation. The platform handles the heavy lifting.

I'm a fee-only advisor. How does this fit my model? IronClad Family is perfect for fee-only advisors because it adds genuine client value without selling products. You're helping clients organize their lives and protect their families—a natural extension of holistic financial planning with zero compliance concerns.

Does offering IronClad Family create any conflicts of interest? No. The family vault subscription ($189/year) is paid directly by your clients, not through you. You're simply providing access to a valuable service, similar to recommending an estate attorney.

How do I introduce this to clients without it feeling salesy? We provide proven scripts and conversation frameworks. Most advisors introduce it during annual reviews: "I want to make sure your family is protected if something happens to you. Have you organized your critical documents?" The conversation flows naturally from there.

Can I generate revenue with IronClad Family? Yes. Fee-based advisors can add family protection as a billable service, generating $50,000-$150,000+ in additional annual revenue. The platform also surfaces insurance gaps and estate planning needs that create product opportunities.

What's the revenue model? You can structure it several ways: include vault access in your AUM fee as a value-add, charge a separate family protection planning fee, or earn referral commissions. Most advisors see $127K+ in additional revenue within the first year.

How does gap discovery lead to revenue? When clients complete their vault, the platform identifies gaps like inadequate life insurance, missing disability coverage, or outdated estate documents. These discoveries lead to natural conversations about solutions you can provide.

Yes! Holistic advising is effective for clients across all income levels and life stages. Whether your clients are focused on building wealth, protecting their legacy, or planning for retirement, this approach ensures their financial strategies are aligned with their unique needs.

How do I get started with IronClad Family? Schedule a 30-minute demo at calendly.com/ironclad-family/new-meeting. We'll walk you through the platform, answer your questions, and help you determine if it's right for your practice.

What does the onboarding process look like? Week 1-3: Platform setup, branding, and team training. Week 4-6: Pilot with your first 10 clients. Week 7-9: Broader rollout. Week 10-12: Optimization and full integration. You'll have dedicated support throughout.

Do you provide marketing materials? Yes. We provide email templates, client presentation decks, conversation scripts, and co-branded materials to help you introduce IronClad Family to your clients.

How much does IronClad Family cost? For families: $189/year for the complete digital vault. For advisors: We offer Starter (up to 25 clients), Professional (up to 100 clients), and Enterprise (unlimited) plans. Schedule a demo for detailed pricing.

Is there a free trial? We offer a 30-day money-back guarantee. If you're not completely satisfied, we'll refund your investment—no questions asked.

What support is available? All plans include email support, a knowledge base, and training resources. Professional and Enterprise plans include dedicated account managers and priority phone support.