Scott Pringle 
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.
It’s a fundamental truth that most people need an estate plan, especially if they are high-income and high-net-worth individuals. However, 67% of Americans don’t have an estate plan.
Whether you’re a CPA, a Realtor, a Certified Financial Planner, an investment advisor or other financial professional, your clients look to you for advice. Yet there is one thing you can’t provide for them that is absolutely vital: an Estate Plan. Learn about our 3 Business Partner Platforms to do just that.
It’s a truism that we live in an age of specialization. Each professional has his or her own area of expertise, but likely knows only the basics of other professions. Unfortunately, this can result in clients receiving conflicting advice from the various professionals to whom they turn to for guidance.
According to a recent survey, 68% 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. Why is this?
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