Advisor Toolkit
Everything you need to deliver insurance strategy.
The Private Reserve platform gives you a structured framework, client-facing tools, and ongoing support to deliver insurance planning as a core competency of your practice.
What You Get
The complete advisor platform.
The Framework
A structured, repeatable methodology for insurance planning. Covers discovery, analysis, design, and ongoing governance.
- Coverage inventory process
- Gap analysis methodology
- Design principles guide
- Annual review framework
Client Vault
A co-branded digital home where clients see their complete insurance picture. White-labeled with your practice branding.
- Policy organization
- Coverage visualization
- Document storage
- Client-facing reports
Planning Tools
Calculators and assessment tools to support client conversations and demonstrate value.
- Return on Insurance calculator
- Coverage map builder
- Gap analysis worksheets
- Scenario modeling
Education Library
Client-ready educational content you can share. Builds trust and positions you as the expert.
- Concept explainers
- Decision frameworks
- Common questions answered
- Quarterly newsletters
Getting Started
Simple integration process.
Onboarding
Complete platform training and customize your co-branded Vault. Typically takes 2-3 hours.
Client Migration
Invite existing clients to their Vaults. We help with the initial policy inventory.
Ongoing Support
Quarterly training sessions, case consultation, and platform updates.
Ready to explore the toolkit?
See the platform in action. Schedule a demo with our team.