Why organizations choose Snug over Trust & Will

Trust & Will is a strong consumer estate planning brand that also offers an advisor channel. The key difference is branding and distribution model - Trust & Will's advisor experience carries the Trust & Will brand, meaning your agents and clients see their name, not yours. More importantly, Trust & Will's B2C positioning makes them a direct competitor to any business running on their platform - they are actively marketing estate planning to the same consumers your agents are trying to reach. If you're an individual advisor who wants to offer estate planning without building your own brand around it, Trust & Will is a reasonable option. If you're an organization that needs full white-labeling (including at the agent level), multi-level distribution with automated revenue sharing, wholesale pricing to build your own margin, and a platform partner that isn't competing with you for the same clients, that's what Snug is built for.