Paul Richardson (GIA 2024)
Paul Richardson, Jr., Founder & CEO, Tumbleweed (GIA 2024)
Tumbleweed + Wellabe: A New Standard in Legacy Planning and Customer Experience
Written by: Paul Richardson, Jr., Founder & CEO, GIA 2024| Tumbleweed
At Tumbleweed, we believe legacy planning should feel human — not transactional. That’s why we’re proud to announce our newest partnership with Wellabe, a company leading the charge in transforming customer experience and supporting families when it matters most.
Through this partnership, Wellabe’s Mutual Shareholder members now have access to Tumbleweed’s digital tools to help them organize vital documents, capture personal stories, share their wishes, and access tools as they navigate life stages — all in one place, designed with empathy and simplicity in mind.
But this isn’t just about functionality. It’s about trust, relationships, and showing up.
Before our time in the Global Insurance Accelerator, I connected with Susan Kelly, who now leads Wellabe’s Member Transformation team. From that first conversation, we saw a shared commitment to elevating member experience and reducing the burden placed on families. Over time, those conversations turned into mentorship — and now, meaningful partnership.
“As the Director of Member Transformation and Program Manager for Wellabe's new Mutual Member Programs, I am thrilled to collaborate with Tumbleweed. I had the pleasure of mentoring Paul, the founder and CEO of Tumbleweed, during the 2024 Global Insurance Accelerator cohort. This partnership brings a unique opportunity to streamline legacy planning for our Wellabe Mutual Shareholder members. Tumbleweed's comprehensive digital tools offer an accessible, meaningful way to organize vital records, capture life stories, and outline personal wishes. Together, we are dedicated to providing peace of mind and ensuring that our members' plans are honored, and their loved ones feel supported every step of the way.”
— Susan Kelly, Director of Member Transformation, Wellabe
Why Carriers Are Paying Attention
Today’s policyholders expect more than a policy — they want support, transparency, and experiences that feel personal and intuitive. Tumbleweed was designed to do exactly that. We help insurance carriers:
Deliver a meaningful, member experience tied to care and planning
Proactively reduce friction during claims and loss-related processes
Empower caregivers to act with clarity instead of chaos
Strengthen engagement with digital touchpoints across the policy lifecycle
Differentiate with heart and humanity in a traditionally cold space
Built for the Sandwich Generation — and for What Comes Next
We’re focused on the 1 in 5 adults caring for an aging person — and helping carriers meet them with the right tools at the right time. With over 90% of our revenue coming from B2B partnerships, we know how to integrate seamlessly and elevate your brand’s promise in a way your customers will feel.
If you’re an insurance carrier looking to lead with empathy, elevate member experience, and bring real value to the families you serve — we’d love to connect.
Connect with us:
paul@tumbleweedplan.com
tumbleweedplan.com
Follow Tumbleweed on LinkedIn
Connect with Paul on LinkedIn
Let’s build something your members will never forget — in the best possible way.
