In an earlier blog, we gave you an overview of our AmeriEstate Business Partner Program and how becoming an AmeriEstate Business Partner can benefit both your clients and your law practice.
Today, we’d like to focus on how and why professionals other than attorneys can benefit from partnering with us. For instance, you may be one of the following:
- Certified Financial Planner
- Registered Investment Advisor
- Insurance advisor
- Wealth management professional
- Asset manager
- Financial consultant or coach
Whatever your area of expertise, you’ve already established a relationship of trust with your clients. They know that they can come to you with their financial questions and that you will tell them the truth and give them solid advice. But can you offer them estate planning services? In all likelihood, you can’t. You have to refer them out to someone else. What if you had your own estate planning back office?
That’s exactly what the AmeriEstate Business Partner Program can do for you.
We make it as easy as possible for you to offer your clients estate planning services in addition to the services you’re already providing them. We also give you flexibility by offering you two platforms from which to choose: the Business Partner Refer Model and the Business Partner Plus Model.
With the Business Partner Refer Model, all you need do is start the estate planning conversation with your clients, pointing out how proper estate planning will synthesize and unify their financial and personal goals. They’ll likely become excited and want to begin the process as quickly as possible. At this point, you simply refer them to AmeriEstate Legal Plan, your trusted estate planning “back office.” We take it from there.
With the Business Partner Plus Model, you remain more involved with your client’s estate planning process. For instance, you may do some of the fact-finding, some of the paper work and the price setting. But rest assured that AmeriEstate Legal Plan will do all of the “heavy lifting” required to give your clients the personalized estate plan they need and desire.
How You Get Started
You’ll be glad to know that we never require our business partners to go through training or a licensing process. Instead, we simply establish that our company is a good fit with yours and vice versa. It’s as simple as that.
How We Support You
We also make it easy for you to maximize the benefits you receive from becoming an AmeriEstate Business Partner. Our dedicated staff of 30+ is here to support you in a variety of ways, including the following:
- Customizable marketing materials
- Extensive website for you to peruse and gain knowledge
- Instructional videos that explain everything we do
Remember, by being able to offer estate planning services to your clients, you achieve the following:
- Enjoyment and satisfaction of helping your clients create an estate plan so their assets and family are protected
- Cessation of your need to refer your clients to another firm
- Increased client loyalty and retention through deeper relationships
- Professional fulfillment knowing that you’ve assisted your clients in achieving their financial goals and avoiding probate
Ready to get started? Call AmeriEstate Legal Plan today and ask to speak with John Knickerbocker, Senior Manager of Business Development.