Estate Planning Agent Resources
All you need to know about Estate Planning. We have the right tools for you to grow your business
All you need for getting started with Estate Planning
We believe providing the right tools for our team is critical, first and foremost you gain access to a powerful suite of business operations & growth resources. Click the links to Sign in to your CRM, Commissions, and Affiliate platform, plus get access to a marketing library for social media, social networking, and media for email or handouts.
Estate Planning Essentials
The 'Estate Planning Essentials' Handbook is a comprehensive guide for agents looking to understand and refer estate planning services. It breaks down the fundamental components of an estate plan, including the purpose and benefits of wills, various types of trusts, financial and healthcare powers of attorney, and advance directives.
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Agent Referral Link
Use this link to seamlessly refer your clients to our estate planning services. By completing this form, you'll help ensure that your clients receive expert guidance in creating a comprehensive estate plan tailored to their individual needs and accurately receive commissions.
