For professionals

Put a real tool on your site.

Our calculators, running on your page, under your traffic. They work on their own — no login, no account, no email wall — because a tool that gates the answer is not a tool your clients will use.

Free. Anyone who goes on to use Pre&Post from your embed is attributed to you for 60 days.

Build your embed

Which calculator

What a household would actually need. Asks about both partners. Best for: Financial advisors, insurance brokers, employee benefits.

Your referral name

Lowercase letters, numbers and hyphens. This is how we know a client came from you.

Paste this into your site

<iframe
  src="https://preandpost.ai/embed/life-cover?ref=your-firm-name"
  title="Life Cover Gap — Pre&Post"
  width="100%"
  height="900"
  style="border:0;max-width:760px"
  loading="lazy"
></iframe>

Preview it →

A plain iframe, so it works in Squarespace, Wix, WordPress and most advisor platforms — including the ones that strip scripts.

Who this is for

Pre&Post covers ten life events, so more professions touch it than you might expect.

Financial advisors

A coverage gap or retirement number is the conversation opener you already want.

Realtors

A new mortgage changes what a household needs. Better than a closing gift nobody keeps.

Estate attorneys

The estate estimator qualifies an enquiry before you spend an hour on it.

Family law attorneys

Divorce exposure and prenup scoring, without you having to build either.

CPAs

Business sale and inheritance both start as tax questions.

HR and benefits teams

Job loss runway during a layoff is a genuinely kind thing to offer.

Funeral directors

Families are handed a folder and no order of operations. Our loss plan is that.

Wedding professionals

The prenup conversation is the one couples most want help starting.

What we don’t do

We don’t take your client. The embed lives on your page and links back to you, not past you.
We don’t email your visitors. The calculators ask for nothing.
We don’t pay referral fees to attorneys. Fee-sharing with lawyers is restricted in every state, and we would rather be boring about it than clever.
We don’t claim attorney review we don’t have. Our provider network is still being built, and the site says so.

Want something more than an embed?

Co-branded kits, a bulk arrangement for your clients, or a referral relationship — tell us what would actually be useful.

Start a conversation →