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.
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 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.
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
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.
Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.
As a financial professional, you are very aware of the value that deep client relationships provide. You want to be able to serve the needs of your client in as many ways as possible, so that they continue to work with you for years. However, depending on your expertise, you may find it challenging to provide comprehensive assistance in a key area: estate planning.
Our Agent Town Hall Meeting discussed how to take advantage of tools on our Business Partner Site to increase your productivity With all the tools available to our business partners, we will demonstrate how to navigate the Business Partner website so that you can see how it can help you work smarter and become more productive
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.
