TrusteeFriend Partner Launch

Speaker: Ray Ramirez

Ray Ramirez and his team walk Vantage agents through TrusteeFriend — an online estate planning platform that helps families create wills, trusts, and comprehensive estate plans quickly and affordably. Agents learn how to refer clients using a custom referral link, track client progress through the partner portal, and add estate planning as a value-added service in every appointment. A powerful new tool that deepens client relationships and opens doors to conversations that go far beyond life insurance.

Protect families. Add a new tool.

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