Agent Town Hall Meeting Replay: Promotions & Products
This Town Hall Meeting detailed our 2+1 Living Trust Give-A-Way and BP Bonus Bucks promotions. The meeting also shared insights into our Business Partner coaching and provide details about our high-quality living trusts and services.
Free Coaching & Growth Strategy Q&A: Estate Planning Services is Profitable and Easy
Michelle Reese-Johnson, Vice President, Caroline Hunter, Marketing Director and John Knickerbocker, Senior Business Development discuss how to optimize your business with estate planning services, the on-going support we provide, and how to increase your earning potential. The conversation focuses on our partners and their needs.Estate Planning Services to your clients.
Learn:
- Just how easy it is to get started.
- The marketing support we offer.
- Build client relationships.
- Easy to incorporate into your list of services and affordable for your clients.
- Our back-office staff and support are included.
Top Reasons Most Don’t Have an Estate Plan and How to Overcome Concerns
Included in our Business Partner Program are helpful explainer videos. Is this short video, we discuss the top reasons why most people do not have an estate plan created and help address these concerns. We have the answers to help your with your clients biggest concerns.