Whether you’re a small business or part of the Fortune 500, MyAdvocate makes offering estate planning easy. Reach out to learn how we can partner with you today.
Help your clients secure their future by partnering with MyAdvocate to offer estate planning.
Show your employees that you value them by including estate planning as an employee benefit.
Interested in exploring a more custom partnership, joining our attorney network, or becoming an affiliate? Let's Talk.
Create sticker client relationship, increasing asset retention, and generating revenue are just a few of the advantages of incorporating estate planning into your wealth management practice. Not to mention, It's simply the right thing to do for your client.
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