Business Partner Program

Toolkit Overview

The Business Partner Sales and Marketing Toolkit Contains:

A wide array of resources necessary for enhancing productivity and attaining success. Packed with materials designed to assist you in formulating and executing impactful sales and marketing strategies, this toolkit is your gateway to achieving effectiveness.

Our toolkit is designed to get new Business Partners up to speed and make sure everyone on your team has everything a Business Partner needs to know about our Business Partner program.

Two AmeriEstate partners shaking hands and smiling, symbolizing the effectiveness of the Business Partner Sales and Marketing Toolkit.
An AmeriEstate professional explaining marketing materials and resources from the Business Partner Sales and Marketing Toolkit, while two partners shake hands and smile in the background.

The Toolkit Includes:

How to identify clients, sample scripts, effective emails to prospects, talking points, print-ready marketing materials, post card templates, marketing resources, script for texting clients, script for voicemails and educational estate planning videos.

Plus, templates to help you create and modify sales and marketing materials quickly and easily.

Talking Points