As a valued business partner, your commitment to providing your clients with the best possible solutions is something we deeply appreciate. I wanted to take a moment to discuss a growing trend in the estate planning industry—DIY digital estate plans — and why it’s essential to exercise caution when referring your clients to these services.
Join us in the unveiling our brand-new Business Partner Assist Program! This program is designed to streamline the estate planning process for both you and your clients, ensuring a more seamless and committed experience.
In today’s fast-paced world, where clients demand seamless, efficient services, estate planning professionals have a unique opportunity to provide solutions that address both financial and personal legacies. However, the estate planning process can be complex, requiring careful coordination and attention to detail. That’s where collaboration comes in. For professionals looking to increase their value to clients and grow their revenue, partnering with AmeriEstate’s estate planning experts offers a win-win opportunity.
In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients who could benefit from estate planning services and effectively engage them in meaningful conversations. Our expert speakers will cover the following key topics:
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.
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.
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.
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.
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 the nation, currently serving the … Read more
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 outside of the time, expense … Read more
You'll gain access to industry updates and relevant news that will help you stay informed and up-to-date. Our newsletter also includes marketing materials and educational resources to help you grow your business and stay ahead of the competition. You'll also know about upcoming webinars and training sessions.
