Value for Your Clients and Growth for Your Business
We offer a unique approach through our Estate Planning Business Partner Program for you to provide comprehensive estate planning services to your clients, helping you grow your business while adding more value to your clients.
Why Become a Partner
Differentiate yourself from the competition.
Benefits of our Business Partner Program
Additional Revenue Stream
By offering estate planning services, you can generate additional revenue through referral fees or setting your own pricing.
Comprehensive Service Offering
Adding estate planning services to your list of services helps you offer a more comprehensive suite of services to your clients, increasing client satisfaction and retention.
Increased Value to Clients
Provide a valuable service to clients by helping them protect their assets and ensure a smooth transfer of wealth to their heirs. This can increase the perceived value of your services among your clients.
Business Partner Platforms
Business Partner Refer
The Refer program is designed to help our partners effortlessly refer clients and receive referral fees. By participating in this program, you can expand your network, strengthen client relationships, and receive referral fees.Learn More
Business Partner “Plus” Program
This exclusive program is designed to empower our partners with a more hands-on approach and greater flexibility to determine their own pricing structure.Learn More
Are You Ready to Grow Your Business?
For a competitive edge against your competition, generate additional revenue and Increase your value to clients, discover a new revenue stream, and enhance your client satisfaction and retention.
Free Marketing Resources
A resource library of materials to effectively engage your audience.
We are Your Estate Planning Back Office
Our Business Partner Program offers a hassle-free solution for professionals who want to expand their services to include estate planning.
Services Your Clients Need and Value
Our full-list of service offerings will help protect your clients from probate, preserve their assets, protect their minor children and minimize estate taxes.
At this Town Hall Meeting, we take you on a virtual tour of our new Business Partner website, which we believe will be a game-changer for our partnership.Read more