Agent Town Hall Meeting: An Overview of our Business Partner Promotions and Quality Estate Plans Our Town Hall Meeting detailed our 2+1 Living Trust Give-A-Way and BP Bonus Bucks promotions. The meeting also shared insights into our Business Partner coaching and provide details about our high-quality living trusts and services. Event Date: Wednesday, September 14th We continue to … [Read more...]
Improve Client Relationships with a Simple Question
Improve your client relationships and grow your business by offering estate planning services. As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Ready to grow your business? Contact John to become a partner, 714-581-5375, john@ameriestate.com or https://calendly.com/johnknickerbocker … [Read more...]
Have You Asked the Question?
"Do you have an Estate Plan?" With that simple question, clients know that you have their best interest in mind. Improve your client relationships and grow your business by offering estate planning services. As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Ready to grow your business? Contact John to become … [Read more...]
Offering Expert Estate Planning to Your Clients Has Never Been Easier
Differentiate your business by adding Estate Planning services to your current offering of services, and retain control of your client relationship while partnering with AmeriEstate. As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Ready to grow your business? Contact John to become a partner, 714-581-5375, … [Read more...]
Differentiate Your Services and Ensure Your Client’s Needs Are Met
Offering Estate Planning services has never been easier. Retain control of your client relationship while partnering with AmeriEstate. As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Ready to grow your business? Contact John to become a partner, 714-581-5375, john@ameriestate.com or … [Read more...]
Grow Your Business by Adding Estate Planning Services
Grow your business by bolting Estate Planning services onto your current service offering. Becoming an AmeriEstate Partner is quick, easy and a smart move to make for both the well-being of your clients and the future of your business. As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Ready to grow your … [Read more...]
Quality Services, Every Time: AmeriEstate Business Partner Program
As a member of the AmeriEstate Business Partner Program you'll receive the best quality of services, documents and planning every time. Troy Folk, Certified Financial Planner, has been using the AmeriEstate Business Partner Program to provide Estate Plans to his clients since 2003. Listen to his testimony. Ready to grow your business? Contact John to become a partner, 714-581-5375, … [Read more...]
How Becoming an AmeriEstate Partner Can Solve Your Clients’ Lack of an Estate Plan
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? When asked why they’ve failed to start an estate plan, most people give one of the following reasons: I don’t want to think about my death.I’m too young to need an estate plan.I don’t have enough assets to make an estate plan … [Read more...]
AmeriEstate Business Partner Program Webinar Toolkit [video]
As a member of the AmeriEstate Business Partner Program you'll gain access to our Webinar Toolkit, that will help you promote, conduct, and benefit from hosting estate planning webinars. Learn more by contacting us below or visit https://ameriestate.biz/estate-planning-webinar-toolkit/ and join our partner program today. Ready to grow your business? Contact John to become a partner, … [Read more...]
Do You Need an Estate Planning “Back Office”?
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. Whatever your area of expertise, your clients come to you not only for advice and counsel, … [Read more...]
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