Business Partner Town Hall Meeting 
​​​​​​​Partnering for Success

Join us for an informative session introducing the Business Partner Assist Program designed to streamline the estate planning process and help you secure client commitments faster.

We’ll also cover the 2025 pricing updates with tips on getting accurate quotes for your clients and discuss the importance of naming a trust as an additional insured on homeowner policies to protect their assets.

Register now to stay informed and maximize your success!

  • ​​​​​​​Business Partner Assist Program:
    ​​​​​​​Join us to discover a more effective way to secure your referrals and get them started on their estate plan—while getting paid faster! This program reduces the risk of delays, cancellations, and no-shows.

  • New 2025 Pricing:
    ​​​​​​​​​​​​​​Helpful tips to help you ask the right questions for an accurate quote.

  • Important information on why naming your trust as an additional insured on homeowner policies is essential.

  • John Knickerbocker

    Presenter

  • Michelle Reese-Johnson

    Presenter

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