Business Partner Program

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.

DocuBank is a secure electronic storage and retrieval system that stores important documents such as wills, healthcare directives, and emergency contacts for quick access when needed most.

In Case of Emergency (I.C.E) for Young Adults focuses on equipping young adults with a secure platform to store critical medical information, emergency contacts, and health directives, ensuring their safety and wellbeing in unforeseen circumstances. Providing hospitals access to the documents and alerting parents.

In the Town Hall Meeting we will discuss:

  • Introduction to DocuBank: Safeguarding Important Documents
  • Exploring DocuBank In Case of Emergency for Young Adults
  • Strategies for Discussing These Programs with Clients
  • Q&A Session

Event Date: January 24, 2024

We continue to establish ourselves as thought leaders and build strong relationships with our Business Partners by implementing Town Hall Meetings. These meetings will include coaching, training, and Q&A with AE employees, attorney partners, and other agents and outside resources. These meetings are designed to provide additional support to our business partners.

Contact Us to Get Started

Business Partner Town Hall Meeting: April 18 - Strategies for Identifying Viable Estate Planning Clients Register
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