Business Partner Program
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estate planning

Amanda May’s New Role in Business Development Agent Support

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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.

Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns

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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

Why Estate Planning Is an Important Component of Financial Planning

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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

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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?

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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.

Agent Town Hall Meeting Replay: Increasing Productivity

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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

How Partnering With AmeriEstate Lets You Help Your Clients Avoid Probate and Reduce Their Estate Tax Exposure

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As an investment or business advisor, Certified Financial Planner, Realtor or other financial expert, your clients come to you for advice, counsel and strategies that will help them accumulate wealth. Unfortunately, this very wealth accumulation could come back to haunt them and their families when they die.

Do You Need an Estate Planning “Back Office”?

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It’s a truism that we live in an age of specialization. Each professional has his or her own area of expertise, but likely knows only the basics of other professions. Unfortunately, this can result in clients receiving conflicting advice from the various professionals to whom they turn to for guidance.