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.
Here’s a sneak peek of what you can expect:
• Valuable resources and tools designed to empower and support your business growth.
• Marketing materials and marketing toolkit designed to help you market estate planning services effectively.
• Learn about our streamlined client submission process, making it easier than ever to collaborate with us.
• Stay informed with real-time status updates on your submissions, allowing you to track progress effortlessly. Reporting tools that provide insights into your business performance, enabling informed decision-making.
Event Date: September 21, 2023
We continue to establish ourselves as thought leaders and build strong relationships with our Business Partners by implementing Town Hall Meetings. These meetings will include coaching, training, and Q&A with AE employees, attorney partners, and other agents and outside resources. These meetings are designed to provide additional support to our business partners.