Scott Pringle 
In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients who could benefit from estate planning services and effectively engage them in meaningful conversations. Our expert speakers will cover the following key topics:
Are you a financial advisor? If so, does your area of expertise deal with the various areas of estate planning, if at all? If not, you may want to consider teaming up with AmeriEstate Legal Plan, Inc. AmeriEstate Legal Plan is one of the largest estate planning services providers in the nation, currently serving the … Read more
Discussion with the AmeriEstate Team Showcase Identifying Viable Clients 70% of Americans don’t have a will. And if they don’t have a will, they almost certainly don’t have any type of estate plan. Anyone who has assets that will trigger probate and wants their estate to be settled and distributed outside of the time, expense … Read more
Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s … Read more
When clients come to you seeking financial advice or wishing to establish a financial plan, their goal is likely growing their wealth. They might not understand that solid financial planning includes asset protection measures. Protecting their wealth ensures they maintain as high a level of security as possible now and in the future.
Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.
As a financial professional, you are very aware of the value that deep client relationships provide. You want to be able to serve the needs of your client in as many ways as possible, so that they continue to work with you for years. However, depending on your expertise, you may find it challenging to provide comprehensive assistance in a key area: estate planning.
Business Partner Town Hall Meeting: Simple Marketing Tips to Generate Sales Growing your company isn’t easy, but it doesn’t need to be an uphill battle. In this webinar, AmeriEstate’s Director of Marketing, Caroline Hunter discusses marketing ideas for our partners and how a few simple marketing efforts can grow your company and increase your revenue. … Read more
Our Agent Town Hall Meeting discussed how to take advantage of tools on our Business Partner Site to increase your productivity With all the tools available to our business partners, we will demonstrate how to navigate the Business Partner website so that you can see how it can help you work smarter and become more productive
As an investment or business advisor, Certified Financial Planner, Realtor or other financial expert, your clients come to you for advice, counsel and strategies that will help them accumulate wealth. Unfortunately, this very wealth accumulation could come back to haunt them and their families when they die.
You'll gain access to industry updates and relevant news that will help you stay informed and up-to-date. Our newsletter also includes marketing materials and educational resources to help you grow your business and stay ahead of the competition. You'll also know about upcoming webinars and training sessions.
