Estate Advisor is our private, invitation-only track for agents who want to go beyond referrals and step into true advisory work with their clients. This isn’t a basic membership... it’s a selective certification pathway designed to transform you into a fully capable estate planning advisor with the ability to present, educate, and implement trusts directly for your 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.

But this program goes far beyond trusts. Estate Advisors receive expanded product training on annuities, life insurance, and advanced planning strategies giving you the ability to offer deeper value, increase case size, and dramatically expand your income potential.

As an Estate Advisor, you unlock:

🔹 Certification to Present & Implement Trusts

🔹 Weekly Live Training Sessions

🔹 Highest Commission Payouts

🔹 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.