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 and family frustration of probate, needs to have a living trust in place. Anyone who wants their estate to be distributed to their heirs in a specific way needs to have a living trust.
By understanding who needs a living trust and how to begin the conversation, you will position yourself and your company for success.
In this townhall meeting we covered:
– How to identify viable clients.
– Who needs a living trust?
– Life events that would cause someone to create an estate plan.
– Advisor talking points to get that conversation started with a client.
Event Date: March 8, 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.
