Common Myths About Estate Plan Avoidance | AmeriEstate Legal Plan
February 21,
2023

Common Myths About Estate Plan Avoidance

Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.

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Why Partner with AmeriEstate for Your Client's Estate Planning Needs? | AmeriEstate Legal Plan
December 30,
2022

Why Partner with AmeriEstate for Your Client’s Estate Planning Needs?

As a financial professional, you are very aware of the value that deep client relationships provide. You want to be able to serve the needs of your client in as many ways as possible, so that they continue to work with you for years. However, depending on your expertise, you may find it challenging to provide comprehensive assistance in a key area: estate planning.

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Agent Town Hall Meeting: Increasing Productivity
October 16,
2022

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

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May 11,
2022

Understanding AmeriEstate’s 3 Business Partner Platforms

Whether you’re a CPA, a Realtor, a Certified Financial Planner, an investment advisor or other financial professional, your clients look to you for advice. Yet there is one thing you can’t provide for them that is absolutely vital: an Estate Plan. Learn about our 3 Business Partner Platforms to do just that.

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Do You Need an Estate Planning “Back Office”? | AmeriEstate Legal Plan
February 11,
2022

Do You Need an Estate Planning “Back Office”?

It’s a truism that we live in an age of specialization. Each professional has his or her own area of expertise, but likely knows only the basics of other professions. Unfortunately, this can result in clients receiving conflicting advice from the various professionals to whom they turn to for guidance.

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