Snug Information

Snug is a white-label estate planning platform for teams in Insurance, Retirement planning, Tax, and more. Agents offer it to their clients under their own brand. Clients answer guided questions, and the platform generates their estate planning documents. Most agents already hear estate planning questions in everyday policy conversations. Many refer those clients out and lose the relationship in the process. Snug gives your agency a way to stay in the conversation as the brand your clients already trust. Agents don't draft documents or give legal advice. Clients make every choice themselves. We host free live webinars for agents and agency leaders. You'll see the platform, ask questions, and hear how agents add estate planning to their practice. Save your seat: getsnug.com/webinars