Overview of the Partnership
Famitra, a leading consulting firm specializing in pre-life planning, has recently sealed a partnership with Holos Planning, a comprehensive insurance agency. This collaboration aims to provide thorough identity guarantee services through the program 'Mimotra'.
Background and Objectives
In recent years, Japan has seen a noticeable increase in single elderly households, coupled with a weakening of familial bonds. These shifts have led to profound societal challenges, particularly in ensuring reliable identity guarantees during hospitalizations or when individuals find themselves without a trusted person to handle critical processes in emergencies. To combat these issues, Famitra launched the 'Mimotra' service, designed to offer comprehensive solutions—including identity guarantees, lifestyle support, and post-mortem administrative delegation—all in one package.
Holos Planning brings valuable human resources to the table, employing over 350 financial planners (FPs) across Japan. These professionals are deeply knowledgeable not just about insurance but also a broad array of financial matters, allowing them to provide tailored advice. They often assist clients with inquiries related to asset succession and retirement planning.
Thanks to the new partnership, the FPs at Holos Planning can now directly suggest Famitra's 'Mimotra' services to address the concerns faced by their clients living alone. The ultimate goal of this collaboration is to bolster the support structure available to individuals, thereby enhancing their security and peace of mind for the future.
Details of the Collaboration
Under the terms of this collaboration, FPs working with Holos Planning can introduce Famitra's 'Family Trust' and 'Mimotra' as viable options to clients. These services aim to combat issues related to asset freezing and ensure smooth asset succession. Clients will now be able to seek expert assistance with complex pre-life planning issues, all while maintaining a trusted relationship with their FP.
Famitra commits to leveraging the extensive knowledge and experience gained over the years, crafting tailored pre-life strategy plans. This comprehensive solution not only focuses on designing the ideal action plan for each individual but also ensures robust support throughout the implementation phase.
Note: The 'Mimotra' service will only be available through Holos Planning's Tokyo office.
About 'Mimotra' Service
For more information, please visit
Mimotra.
About Holos Planning
- - Location: 659 Kurasuma-dori Nishikokyoga, 4F Karasuma Central Building, Nakagyo-ku, Kyoto City
- - CEO: Yosuke Urano
- - Business Activities:
1. Life insurance solicitation
2. Property insurance agency operations
3. Comprehensive financial planning
4. Business succession and inheritance planning consulting
5. Financial product intermediation
About Famitra
Famitra strives to act as a 'concierge for the 100-year life era', fostering happiness among families across Japan by ensuring individuals feel secure and true to themselves. With a significant track record of previously assisting over 20,000 seniors, the company's commitment to their mission has garnered partnerships with various large corporations and investments from esteemed institutions.
- - Location: 5F Kowa Building, 14-14 Akasaka, Minato-ku, Tokyo
- - CEO: Katsuhito Mitsuhashi
- - Business Activities:
- Consulting services focused on family trusts and asset management
- Identity guarantee services, etc.