Key Takeaways:
Business Partner Assist Program – A streamlined approach to secure client commitments faster and get paid sooner.
2025 Pricing Updates – Insights on how to provide accurate quotes and navigate pricing changes.
Trusts & Homeowner Insurance – Why naming a trust as an additional insured is essential for asset protection.
As a business partner offering AmeriEstate’s estate planning services, you play a crucial role in helping clients protect their assets. Many homeowners understand the importance of having home insurance, but they may not realize that transferring their property into a living trust can create coverage gaps if their policy isn’t updated properly.
When it comes to estate planning, “one size fits all” solutions often fall short of delivering what your clients need. Boilerplate documents may seem convenient, but they come with significant risks that can leave clients exposed to legal and financial liabilities. AmeriEstate’s business partner platform provides a superior and safer alternative for you and your clients.
Estate planning is not just about filling out forms, it’s about creating a personalized legacy that reflects your client’s values, wishes, and unique family circumstances. AmeriEstate ensures every client receives a custom-tailored estate plan through consultations with experienced attorneys.
Retirement planning is undergoing significant changes in 2025, and it’s essential for your clients to stay informed to secure their financial future. As a trusted estate planning business partner, sharing this vital information with your clients can enhance your relationship and position you as a key resource in their financial planning journey.
At AmeriEstate, we offer three unique estate planning program options to suit your business goals and your client’s needs.
Growing your estate planning business requires the right tools and strategies to reach viable clients. AmeriEstate’s Estate Planning Toolkit is designed to help you attract and engage clients effectively.
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.
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.
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.
