Reflekta for Financial Planners, Actuaries & Life Insurance Executives

A conversation starter that adds value beyond the balance sheet

69% of high-net-worth clients say they wish their advisor offered more support in preparing heirs for inherited wealth.
(Campden Wealth & RBC Wealth Management)

Reflekta offers a new way to deepen client relationships — by expanding the conversation from wealth preservation to personal legacy.

While traditional tools secure financial continuity, Reflekta helps clients preserve the philosophies, decisions, and stories that shaped their success. It transforms legacy planning into something more human, more lasting — and more meaningful to future generations.

For financial professionals, Reflekta becomes: – A differentiated value-add that sparks powerful conversations.
– A modern “ethical will” that complements estate tools.
– A way to engage both clients and their heirs with continuity at the core.

This is more than a coffee-table memoir or one-time video. Reflekta is a dynamic experience — one that builds over time, adapts to each family, and provides a lasting, interactive legacy.

Firms can offer Reflekta as a premium client benefit, integrate it into life insurance reviews, or include credits in estate and succession planning engagements.

Reflekta is the story behind the structure — a legacy tool clients will thank you for.