Alliance Partners
We work with accountants, financial planners and risk writers to help their clients put in place estate planning and business succession solutions.
While you can refer your clients directly to us, and we manage the entire process, many professionals prefer our Alliance Partner model which provides an opportunity for you to be more involved in the process.
Alliance Partners have access to comprehensive material and the on-going support of our team, including an initial introductory briefing. With these resources, you can deliver a comprehensive service to your clients.