Videos
Town Hall Meeting Replay: BP Assist & New 2025 Pricing
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.
Town Hall Meeting Replay: New Business Partner Assist Program
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.
Town Hall: How to Identify a Viable Client
In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients who could benefit from estate planning services and effectively engage them in meaningful conversations. Our expert speakers will cover the following key topics:
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.
Business Partner Town Hall Meeting Replay – New AmeriEstate Partner Website Tour
At this Town Hall Meeting, we take you on a virtual tour of our new Business Partner website, which we believe will be a game-changer for our partnership.
Business Partner Town Hall Meeting Replay: Who Needs a Living Trust? How to Identify a Viable Client.
Discussion with the AmeriEstate Team Showcase Identifying Viable Clients 70% of Americans don’t have a will. And if they don’t have a will, they almost certainly don’t have any type of estate plan. Anyone who has assets that will trigger probate and wants their estate to be settled and distributed … Read more
