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...]
How do you increase your business by offering Estate Planning? [video]
With AmeriEstate Business Partner Program, learn how to grow your business by offering estate planning to your clients. Ready to grow your business? Contact John to become a partner, 714-581-5375, john@ameriestate.com or https://calendly.com/johnknickerbocker … [Read more...]
Free Coaching & Growth Strategy Q&A: Estate Planning Services is Profitable and Easy [video]
Michelle Reese-Johnson, Vice President, Caroline Hunter, Marketing Director and John Knickerbocker, Senior Business Development discuss how to optimize your business with estate planning services, the on-going support we provide, and how to increase your earning potential. The conversation focuses on our partners and their needs. Ready to grow your business? Contact John to become a partner, … [Read more...]
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