Today's marketplace is experiencing the largest transition of ownership in history. Business owners are looking for help and expertise in planning for their future. They are looking for advisors who understand the complexities of their businesses, and the challenges of their unique transition wants and needs. This lucrative market provides you with a tremendous opportunity to add value to your clients, differentiate yourself in the marketplace, and increase your revenue generation by adding Exit Planning to your practice. Prepare yourself for the baby boomer exit boom.

At BEI, we are ready to help you engage new and existing clients in Exit Planning and provide you with resources to deliver the best solutions to your clients. Because an informed and trained advisor is a better advisor, we invite you to join this live webinar on the BEI tools and resources available to help you seamlessly and effortlessly integrate Exit Planning into your existing practice. Take your next step into the Exit Planning marketplace today!

Learning Objectives:

  • Marketing your Exit Planning practice
  • Getting hired for Exit Planning projects
  • EPIC™ Exit Planning software
  • BEI Exit Planning training opportunities
  • BEI Membership levels