Estate Advisor is our private, invitation-only training for advisors who want to go beyond referring out business and step into true planning work with their clients.

Once accepted, members complete our training curriculum and graduate with the skills, scripts, and confidence to guide clients through estate planning conversations, uncover exposures, and deliver fully implemented estate solutions.

As an Estate Advisor, you unlock:

🔹 Certification to Present & Implement E-State Plans

🔹 Weekly Live Training Sessions

🔹 Live Deal Support

🔹 One-on-One Strategy Calls

🔹 Exclusive Advisor Community

You’re part of a small, high-performing group of advisors committed to leveling up in estate and retirement planning.

Estate Advisor isn’t for everyone; it’s for the agents who want to lead, not just refer.

If you’re ready to elevate your skill set, expand your product offerings, and step into a role that builds deeper trust and higher income, this is the path designed for you.