As a valued Pacific Life advisor, you have access to exclusive offers from BEI—the leader in Owner Based Planning and Exit Planning solutions. Whether you want to sharpen your planning skills, grow your client base, or identify more insurance opportunities, we’ve built a streamlined approach to help you get there.
When you invest in an OBP (Owner-Based Planning) Membership, you’ll receive a $2,400 discount on courses—making it easy to get started with full support, hands-on education, and the opportunity to earn your CExP™ certification.
Get expert-led training on how to guide business owners through a succinct planning process and uncover opportunities for insurance, succession, and long-term planning at every step.
BEI’s training programs are nationally recognized as the gold standard in Exit Planning education. Whether you prefer a focused 10-hour overview or a deep-dive, multi-month experience, we offer flexible programs tailored to your needs as a financial or insurance professional. And as a Pacific Life advisor, your training is complimentary with the purchase of an OBP license.
Certification is just the beginning. As a BEI member, you’ll gain access to a full suite of engagement and implementation tools, custom deliverables, and expert coaching and strategy from a community of seasoned professionals. Everything we teach is designed to be used—and we give you the resources to succeed and monetize your knowledge.
✓ Discovery to Revenue in just 3 meetings
✓ Uncover owner goals with Owner Assessment tool
✓ Unlock revenue from recommended insurance solutions
✓ Improve business value with value driver strategies
✓ Collaborate easily with other advisors
✓ Design custom OBP plans with PlanIt software
✓ Track progress with a dedicated implementation timeline
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Business Enterprise Institute, Inc.
3461 Ringsby Ct., Suite 405
Denver, Colorado 80216-4940
Phone: 303-321-2242
Toll Free: 888-206-3009
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