Blogs
Agent Town Hall Meeting Replay: Increasing Productivity
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
How Partnering With AmeriEstate Lets You Help Your Clients Avoid Probate and Reduce Their Estate Tax Exposure
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.
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.
How Becoming an AmeriEstate Business Partner Lets You Provide Your Clients with the Estate Planning Services They Need
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.
Understanding AmeriEstate’s 3 Business Partner Platforms
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.
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.
