At Encore, we will:

• Never Position our technology and service as a direct to consumer offering
• Never leverage the advisor for lead generation to build a direct relationship with their clients
• Never add services that compete with what advisors may offer to their clients
• Never market other services directly to advisors clients
• Never sell advisor or client information
• Never communicate directly with advisor’s clients without advisor involvement or permission
• Have human estate planners available to our advisor partners
• Have human quality control on all AI reading of estate plans before returning to advisor or client
• Always promote the advisor as the hero and emphasize the importance of their value in estate planning