Amoré

Amoré is a flexible term life product from CustomPlan Financial Advisors. Key features include:

  • Coverage up to $2,000,000

  • Competitively priced, fully underwritten with immediate issue

  • Alternative coverage offered if not eligible for primary coverage

  • Pick-a-term; choose any term from 5 to 40 years

  • Accepts credit cards and direct debit for all premiums, not just the first one

  • Additional fracture benefit pays $1,000 if an immediate family member suffers a fracture

  • Personal website and URL for advisors

  • Omni-channel customer journey process

  • Integration with ThinkPort

  • Compliance support, including AI generated reason why letter

Amoré Standard Website

  • You can upload your logo, personal picture, social medial links and information about yourself.

    Choose the branding you like.

    Your personal Amoré URL, can be included in messages or social medial posts.

  • You can upload your own landing page image or select from our carefully crafted branding packs.

    You can change these at any time and the branding you choose will continue with that application. For example, you may choose a family orientate images or business images depending on the situation.

  • Customers visiting your site have the option to buy instantly online. You get paid regular commission without doing anything, and you have their information as a lead for other products or services.

  • Many advisors and customers are more comfortable handing over the application to the customer to complete the application. Your site is integrated into this process.

  • Site hosting and management is provided, you have nothing to worry about.

  • This site is free as long as you are signed up to sell Amoré.

Amoré Premium Website

  • Expand the personal site provided by Amoré to be your corporate site. This still includes:

    • Branding packs

    • Buy now option

    • Integrated path to purchase

    • Fully hosted

  • This is your personal site, describing your services to completely replace the need for a corporate website.

    Your branding colours and content will be used on every page and your branding colours will cary through to the customer application.

  • We will walk you through setting up a URL, for example YourCompanyName.com. We recommend registering it independently so you can move it any time and set up email with this address.

  • You can let your customers test their eligibility for insurance without an MIB hit. They get a report advising them on potential issues and, if they are eligible to buy Amoré they can use their code to repopulate their medical responses for this application.

  • Advisors signed up to the Premium site receive higher first year commission.

  • $1,000 set up fee covers design and set up from our template covering landing page, services you offer, contact details, and Amoré buy now. This site uses your images and content. You shouldn’t need additional pages, but if you do these cost on $100 each.

    If for any reason you no longer sell Amoré life insurance, we simply remove the Amoré page. We will continue to support the site as long as you pay the monthly subscription.

More features coming soon

Your feedback will drive new features we add. Please let us hear your ideas, no matter how many times you’ve been told “no” in the past, give us the chance to help you get your dream site.

Get Started

Book appointment for training or to learn more. This will set up the meeting time, we will send the meeting link ahead of the scheduled meeting.

Amoré is available to CustomPlan Financial advisors only. Amoré advisors have access to additional information and training content. If you are registered for Amoré please sign up to access this site.

Advisors
Free

Get anytime access to product resource, training, and exclusive content. New items added every month.