Videos
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
Business Partner Town Hall Meeting Replay: Simple Marketing Tips
Business Partner Town Hall Meeting: Simple Marketing Tips to Generate Sales Growing your company isn’t easy, but it doesn’t need to be an uphill battle. In this webinar, AmeriEstate’s Director of Marketing, Caroline Hunter discusses marketing ideas for our partners and how a few simple marketing efforts can grow your … Read more
Agent Town Hall Meeting Replay: Increasing Productivity
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
