Everplans - An ECEPC Member Benefit

A former investment advisor representative at MetLife Securities, Lucas "Luke" Noble has owned the North Andover, Massachusetts-based Noble Financial Group, LLC, since 2010. Providing comprehensive fee-based financial and estate planning services for individuals and businesses, he manages in excess of $300 million in assets. Lucas Noble holds membership with several professional organizations, including the Essex County Estate Planning Council (ECEPC).

A regional affiliate of the National Association of Estate Planners & Councils (NAEPC), the ECEPC is comprised of more than 100 estate planning and wealth management professionals. In addition to networking opportunities and educational resources, members are granted access to a wide range of benefits, many of which can help them improve their practice. One of these benefits is Everplans.

Available at a special rate for all NAEPC members, Everplans allows estate planning professionals to gather and store all relevant client documents and information on one central platform. These documents can include wills, healthcare directives, letters to family and friends, and life insurance policies.

Moreover, the life and legacy platform has secure cloud storage capability and sharing technology that allows clients to choose which documents they share with family members, friends, and others in their lives. Users also have access to thousands of educational articles and other resources.

 

MDRT Productivity Action Plan Helps Financial Professionals Succeed

Lucas Noble, a resident of North Andover, Massachusetts, has been working in the financial services industry for more than 10 years. Formerly an investment adviser representative for MetLife Securities, he provides comprehensive financial and estate planning services to businesses and individuals through Noble Financial Group, LLC, his North Andover-based company. As a testament to his success in the field, Lucas “Luke” Noble is a lifetime member of the Million Dollar Round Table (MDRT), a global association of leading life insurance and financial services professionals.

In response to the global pandemic and economic crisis, MDRT implemented its Productivity Action Plan in October 2020. The plan, acknowledging that financial professionals have faced challenging business conditions due to the COVID-19 pandemic, waives 2021 production requirements for 2020 and 2019 members. MDRT also stated that it will not raise membership dues in 2021 and will adjust the 2021 production requirement for first-time applicants or prior-to-2019 members.

Through the Productivity Action Plan, MDRT hopes to help financial professionals qualify for membership in 2021, despite the challenges that they faced during the prior year. As part of this, the organization also developed the Focus on Resources hub, a site with top-tier content from industry professionals that is available to both members and non-members. This content is meant to help financial professionals navigate the challenges they face so they can continue thriving in their careers in the upcoming years.