Business Partner Program

Blogs

Webinar Replay: Business Partner Town Hall – Understanding DocuBank & In Case of Emergency & Why Someone Would Need It

Join us for an informative session where we delve into the significance of DocuBank and the vital role it plays in securing emergency information. This webinar aims to equip our business partners with the knowledge and tools to effectively communicate the value of DocuBank and DocuBank In Case of Emergency (I.C.E.) for Young Adults to their clients.

Business Partner Town Hall Meeting – New AmeriEstate Partner Website Tour | AmeriEstate Legal Plan

Business Partner Town Hall Meeting Replay – New AmeriEstate Partner Website Tour

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.

Elevate Your Business with AmeriEstate’s Business Partner Program and New Website Launch

We’re thrilled to announce the launch of our new website designed exclusively for our valued partners. The new website revolutionizes your experience, providing you with a host of resources, marketing information, educational content, and streamlined processes.

Amanda May’s New Role in Business Development Agent Support

We are excited to announce a significant development within our AmeriEstate family. Amanda May, who has been a valuable member of our team for many years, has taken on a new role as Business Development Agent Support.  In this capacity, Amanda will play a key role in ensuring our business partners and their clients have a seamless and smooth estate planning experience. Her expertise and dedication will further strengthen our commitment to delivering exceptional service.

Top Unique Selling Propositions for AmeriEstate’s Business Partner Platform

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 … Read more

Business Partner Town Hall Meeting Replay: Who Needs a Living Trust? How to Identify a Viable Client.

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 … Read more

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Business Partner Town Hall Meeting: April 18 - Strategies for Identifying Viable Estate Planning Clients Register
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