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Independence Day offer

Get $1,776 in account credits

Start your Snug account before July 10 and we will load $1,776 in credits toward the plans and documents your team issues.

Offer ends July 10, 2026

How it works

01

Start your account before July 10

Create your Snug account and pay for your plan. Setup takes minutes and you can launch in under a week.

02

We load $1,776 in credits

Once your account is active, we apply $1,776 in account credits automatically. No promo code, no hoops.

03

Put it toward real plans

Use the credits when you sell a Will or Trust package to your clients. Keep the extra profit and keep selling.

Your clients are building legacies.
So are we.

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Estate plans created
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Businesses onboarded
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Professional users
“Strong relationships are what good businesses are made of. The Snug team has been a great partner.”
Mynor RamosTrusted Covenant
“The platform is easy to use, intuitive, and delivers a seamless client experience from start to finish.”
Alan GuerraGuerra Financial Group
“I can’t say enough about the wonderful and consistent customer service I receive. Thank you so much!”
Dawn HinrichsPathway Advisors Group

Everything your agents need to sell estate plans. All in one platform.

White-label platform

Fully branded as your own. Your logo and your domain are front and center for all agents and clients.

Agent portal & onboarding

Unlimited agent seats, with guided training and onboarding. Track onboarding and activation across your org.

Revenue sharing

Earn on every plan sold across every level of your organization. Transparent splits, automatic payouts.

Attorney-approved language

Trusts, Wills, Powers of Attorney, and Health Care Directives, with legal compliance in all 50 states.

Client dashboard

Your clients track progress, sign documents, and manage beneficiaries in one clean interface.

Enterprise reporting

Real-time visibility into plans sold, revenue earned, and agent performance across your entire network.

Ends July 10, 2026

$1,776 is waiting on the other side

Start before July 10 and your credit lands in your dashboard the moment your account goes live. No code required.

Claim your $1,776

Offer valid for new Snug accounts created and paid for on or before July 10, 2026. $1,776 in credits is applied to your account and may be used toward per-plan and document costs for estate plans issued through Snug. Credits hold no cash value and are non-transferable. Cannot be combined with other offers.