Business Partner Program

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

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

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

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.

Why Estate Planning Is an Important Component of Financial Planning

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.

Common Myths About Estate Plan Avoidance

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.

Why Partner with AmeriEstate for Your Client’s Estate Planning Needs?

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.

Understanding AmeriEstate’s 3 Business Partner Platforms

Whether you’re a CPA, a Realtor, a Certified Financial Planner, an investment advisor or other financial professional, your clients look to you for advice. Yet there is one thing you can’t provide for them that is absolutely vital: an Estate Plan. Learn about our 3 Business Partner Platforms to do just that.