Why Become a Partner
Differentiate yourself from the competition.
Expand your service offerings.
Offer a comprehensive suite of services.
No need to create a separate estate planning department.
Cater to a wider range of clients in‑house.
Benefits of our Business Partner Program
Additional Revenue Stream
By offering estate planning services, you can generate additional revenue through referral fees or setting your own pricing.
Comprehensive Service Offering
Adding estate planning services to your list of services helps you offer a more comprehensive suite of services to your clients, increasing client satisfaction and retention.
Increased Value to Clients
Provide a valuable service to clients by helping them protect their assets and ensure a smooth transfer of wealth to their heirs. This can increase the perceived value of your services among your clients.
