Don't Miss the Opportunity to Convert Cryptocurrency Investors into Clients
Become their ONLY advisor when you gift them a security tool that protects access to their crypto wallets, passphrases and all financial assets!
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Differentiate Yourself When You Offer Crypto Protection to Clients
Financial advisors are restricted from offering direct guidance on cryptocurrency investments, but that doesn't mean they cannot advice on protection of those investments. Offer a tool to protect their crypto investments, "Sponsored by" your business, to keep clients connected for all financial needs.
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How It Works
- Offer a unique service to protect clients' crypto wallet passphrases, ensuring only chosen family members can access them in their absence.
- Utilize your personal client dashboard to provide each client with this protection, setting them up in advance of your meeting.
- Set them up with your usual products if needed and secure that as well.
- Your business brand will be displayed in front of your clients even after they leave.
- Notifications if anything changes so you have informed conversations w/ them.
- Establish long-term relationships with clients' next generations when our service delivers asset information to chosen recipients as your client desires.
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$190,000,000 Loss
Gerald Cotton, CEO of Quadriga Fintech passed away unexpectedly when he was only 30 years old, and he took the crypto currency access codes for the $190 Million Dollars of investor’s money with him. Investor’s trusted Quadriga to invest their money in Crypto Currency, but they didn’t investigate how those investments were being protected. Gerald Cotton didn’t trust others, so he kept all of the crypto wallet access codes to himself. When he died, access to all of the crypto investments became locked and inaccessible forever. Investors in Quadriga didn’t just lose some of their investment. They lost all of it. Instantly!
$450,000,000 Loss
Stefan Thomas agreed to be paid for a job in Bitcoin. Bitcoin was worth about $1 each then and he was paid 7002 bitcoins. He put them in a wallet called “IronKey” and wrote the password on a piece of paper. Unfortunately, he later lost the paper! Over the years, he forgot the password, and IronKey allows you to mistype the password 10 times before it locks the wallet forever. At this time, those 7002 bitcoins are worth just shy of $450 Million Dollars, but since he can’t remember the password, it is all lost. It’s just gone!
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Our Service is a Must Have Addition to Your Financial Toolbox
Crypto Assets
Protect access to:
- Crypto Wallet URL's
- Access information
- Recovery keys
- Private keys
- NFT's
- Custodians
Financial Accounts
Itemize other finances:
- Assets & Liabilities
- Bank accounts and credit cards
- Login information to online accounts
- Special instructions
Enhanced Security
We use zero knowledge encryption algorithms:
- Even we cannot see what's stored in the vaults, neither can any 3rd party
- Each client has their own encryption preventing mass hacking if one client is compromised
Elevate Your Offering
A perfect companion to:
- eMoney
- Envestnet
- RightCapital
- AssetMap
- MorningStar
- G2Deals
- And Others!
Codicil/ Online Will
Legal Wizards Included:
- Codicil wizard for digital assets
- Online Will wizard
- Upload Living Will, Trust & Power of Attorney
Protect Everything
Protect other assets:
- Legal, insurance, health, social media and funeral wishes all protected.
- Centralized access to the client's assets information from anywhere
- Unlimited encrypted vaults
End of Life Planning
End of Life Planner Included:
Our guide provides a straightforward and thorough way to document every one of their final wishes, ensuring they're accessible to chosen individuals, even in your absence.
Delivery as Directed
Delivery of asset information to loved ones:
- Assign different recipients for different vaults that can include different asset information
- Designate who and when that information gets delivered
- Options to deliver vaults based on date, manually or in case of an emergency such as death or inacapacitation
BONUS
Emergency ID Cards:
Our exclusive Personalized Emergency ID Cards fit in a wallet and offer essential accident info for medical teams, plus a direct Health Directive link. Sponsored by your business, they double as a durable business card that won't be discarded.
What separates you from other financial advisors?
Our Platform - Your
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Strengthen Client Relationships
Your passion lies in assisting clients with the creation and preservation of their legacies. If advising them on cryptocurrency investments is not an option, at least offer guidance on how to safeguard their digital wallets.
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Communicate More Effectively
You’ll be notified whenever clients make changes to their digital vaults or family protection plans, enabling proactive communication about what’s most important to them.
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Set Your Business Apart
Cryptocurrency investors are always on the lookout for advisors providing innovative services. Consider offering a complimentary service that safeguards their crypto passphrases against scams during transactions with your business.
Become Their One and Only Advisor!
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YOUR SUCCESS IS IMPORTANT TO US!
Get 100 branded trifolds explaining the benefits YOUR CLIENTS are getting. FOR FREE!
WE ARE SERIOUS ABOUT THEIR SECURITY!
Offer Clients Centralized Protection of ALL Crypto Assets!
![Mikkel Thorup_019-1](https://www.ironcladfamily.com/hubfs/Mikkel%20Thorup_019-1.jpeg)
As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."
Mikkel Thorup
Financial Advisor | Expat Money