Business Partner Program
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Discover How Our Business Partner Program Can Transform Your Business

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Discover How Our Business Partner Program Can Transform Your Business | AmeriEstate Biz

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.

Town Hall: How to Identify a Viable Client

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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:

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

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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.

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

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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

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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.

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

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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

Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns

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Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s … Read more

Why Estate Planning Is an Important Component of Financial Planning

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When clients come to you seeking financial advice or wishing to establish a financial plan, their goal is likely growing their wealth. They might not understand that solid financial planning includes asset protection measures. Protecting their wealth ensures they maintain as high a level of security as possible now and in the future.