Give your clients a gift that outlasts everything.

Introducing the Afterword Advisor Gifting Program — a meaningful, compliance-friendly way to deepen client relationships across generations.

Get Your Advisor Kit →

A $100 value. Within FINRA’s $300 annual gift limit (Rule 3220, amended 2026).

The Gift

A gift no financial document can replace.

Your most important client conversations happen around legacy. The estate plan, the will, the beneficiary designations. But the story behind all of it — the life your client actually lived — rarely gets written down.

Afterword is a guided memoir platform. Your clients write the story of their life, in eight chapters, at their own pace. The people who know them best can add chapters of their own. The result is something no financial document can replace.

At a $100 value, Afterword sits well within FINRA’s updated $300 annual gift limit (Rule 3220, amended March 2026) — making it one of the rare gifts that is genuinely meaningful and straightforwardly compliant.

Afterword

“The story only you can tell.”

[Advisor Name] wanted you to have this. Afterword is a guided memoir where you write the story of your life — in eight chapters, at your own pace, in your own words.

[ADVISOR LOGO]

Advisor Name | Firm Name | City, ST

Why It Works

Four reasons advisors give Afterword.

It opens multi-generational conversations.

When a parent completes their Afterword, adult children get involved. That's often the first time you've had a reason to meet them.

It differentiates without inflating.

You're not competing with a steak dinner. You're giving something no one else is.

It fits your compliance program.

A $100 value, well within FINRA's $300 annual gift limit (Rule 3220, amended 2026). Personal, not transactional. Clean to document and easy to repeat year after year.

It keeps you in the room when it matters most.

Clients who feel genuinely cared for stay — and they bring their families with them.

Gifting Occasions

The right moment makes a meaningful gift feel perfectly timed.

Afterword has one for almost every milestone.

Retirement

“You've earned the right to tell it. Here's how.”

Milestone Birthdays

“Round numbers make people reflective.”

Mother's Day

“The stories she's never been asked to tell.”

Father's Day

“Give him the chance to tell it in his own words.”

Veterans Day

“He served. Now let him tell his family what it meant.”

Memorial Day

“Honor the story behind the service.”

Grandparents Day

“An underused occasion with a perfect fit.”

The Holiday Season

“The most personal gift in a season full of impersonal ones.”

A New Grandchild

“You just became someone's grandparent. Here's how you tell them who you are.”

Estate Planning Kickoff

“The plan is in place. Now write the story that gives it meaning.”

A Parent's Recent Loss

“Don't let that happen with your own story.”

How It Works

Getting set up takes five minutes.

Fill out the form below with your firm name, logo, and contact details.

We generate a custom-branded gift PDF with a unique QR code tied to your firm.

Send the PDF digitally to your client — or print it for in-person meetings.

Your client scans the code to claim their private Afterword profile.

They write their story. Their family gets to read it.

What your clients receive

—Eight guided memoir chapters — childhood through legacy — with 3–4 questions each
—Contributor invitations — family and friends can add chapters of their own
—A private, password-protected profile the author controls completely
—A $100 value, given as a compliment of your firm

Get Your Advisor Kit

Ready to get started?

Takes five minutes. Your branded gift PDF will be emailed to you within a few minutes of submitting.