Build a New Revenue Stream with Estate Planning
Partner with Chivot and offer professionally supported estate planning solutions to your clients — without building the infrastructure yourself.
Designed for Client-Facing Professionals
The Chivot Affiliate Partnership is built for professionals who already serve families, business owners, and investors and want to expand their value while creating an additional income stream.
The Chivot Affiliate Partnership is built for professionals who already serve families, business owners, and investors and want to expand their value while creating an additional income stream.
Ideal partners include:
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Real Estate Professionals
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Financial Advisors & Wealth Strategists
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Insurance Professionals
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Tax Professionals & CPAs
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Business Consultants
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Community Leaders serving family wealth markets
Simple. Professional. Scalable.
Partner with Chivot and offer professionally supported estate planning solutions to your clients — without building the infrastructure yourself.
Step 1
Submit your interest and schedule your Affiliate Strategy Call.
Step 2
Get Approved
Our team evaluates fit and alignment.
Step 3
Gain access to the Chivot Back Office and begin serving clients.
Step 4
Grow your estate planning revenue stream with full backend support.