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Major Markets
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Everplans
Merrill Lynch Retirement & Investing
Fidelity Investments Retirement
Top Marketing Channels
Everplans
- Content Marketing
- Examples: Blog posts, Guides, Whitepapers
- Campaigns: Estate Planning Essentials Series, End-of-Life Planning Guide, What to Do When Someone Dies
- Social Media Marketing
- Examples: Facebook, LinkedIn, Instagram
- Campaigns: Digital Legacy Awareness, Secure Your Future Campaign, Family Planning Discussions
- Partnership Marketing
- Examples: Financial advisors, Law firms, Funeral homes
- Campaigns: Advisor Co-branded Webinars, Legal Professional Resource Kit, Funeral Planning Integration Program
Top Sales Channels
- Direct Sales
- Personalized Demos, Consultations, Sales Calls
- Everplans Pro Demo Request, Enterprise Solutions Consultation, Advisor Partnership Onboarding
- Online Sales
- Website subscription, Free trial, Online inquiry forms
- Start Your Free Trial, Personal Plan Subscription Drive, Request Information Online
- Channel Sales
- Advisor networks, Employer benefits programs, Insurers
- Advisor Network Integration, Employee Wellness Program Offering, Insurer Referral Program
Silvur SWOT Analysis
Strengths
Specialized in digital estate and life planning
comprehensive document organization
user-friendly interface.
Weaknesses
Niche focus might limit broader financial planning appeal
less emphasis on active investment management
B2C heavy model.
Opportunities
Growing demand for digital legacy planning
potential for B2B partnerships with financial institutions for their members
expansion into related legal/financial services.
Threats
Competition from broader financial planning platforms
data security concerns
evolving legal regulations around digital assets.
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