Drive client engagement with a BEI Marketing Membership

Develop your advisory brand into an Exit Planning authority and become an industry thought leader.

Drive client engagement with unrivaled Exit Planning marketing tools

Boost your brand message with customizable, professional outreach to attract leads, deliver targeted content, and engage high quality clients.

BEI Marketing License gets you:

Branded Marketing Materials

Engage business owner clients with professionally designed, customizable materials featuring your brand.

Automated Content Distribution

Deliver timely and relevant Exit Planning content directly to your subscribers.

Discovery & Assessment Tools

Attract high-value leads with custom assessments and landing pages.

Client Proposals and Action Plans

Energize client engagements with clear and compelling, data-driven proposals.

Your brand here

Infuse your brand identity into a premium catalog of Exit Planning materials—for online publication or printed collateral—designed to showcase your expertise and inspire trust among current and future clients.

Deliver value consistently and effortlessly

Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights.

Find your client’s ideal exit

Leverage digital discovery tools and assessments to help you connect with business owners, uncover challenges, and drive conversations forward, boosting your revenue potential.

Exclusive benefits of a BEI Marketing Membership

For advisors ready to kickstart their Exit Planning offering

Everything in Chapter Membership PLUS:
✓ Branded client engagement materials
✓ Automated content
✓ Online assessments
✓ White-label landing pages
✓ Data-driven proposals
✓ Custom action plans

$ 500

Monthly

Annual

$ 500

$
4,800
~~$5,760~~

Save 20% when you join annually

Every BEI Marketing Membership comes with access to our Client Success team

Partnering with BEI Client Success you’ll receive tailored Exit Planning support, collaborate on strategic client engagement, and gain actionable insights that maximize your revenue and drive meaningful outcomes with your clients.

Marketing License FAQ

How does the Marketing License differ from the Chapter License?

The Marketing License builds upon the Chapter License by offering additional tools to boost client engagement and enhance your brand. It’s ideal for advisors looking to expand their marketing reach and establish themselves as thought leaders in Exit Planning, which can help attract, nurture, and convert leads. Compare all BEI Licenses

What type of marketing materials are included?

You get white-labeled brochures, white papers, workbooks, and other professionally designed content tailored to your brand.

Can I white label the marketing materials?

Yes! You can add your branding alongside our copyright and copyrighted content. This enhances your brand’s credibility and increases client engagement while maintaining compliance with our copyright policies.

Why should I use the marketing materials?

Marketing is key to connecting with business owners and showcasing your expertise. Our high-quality, customizable marketing tools help you promote your services effectively, driving client engagement and consistent revenue growth.

How does automated content distribution work

Twice-monthly newsletters designed with your brand and curated by BEI are automatically sent to your subscribers to keep you top of mind.

Can I customize the online assessments?

Yes, client assessments can be branded and tailored to align with your business and client engagement needs.

How will the Marketing License help me engage clients?

Tools like landing pages, proposals, and assessments generate high-quality leads with increased client engagement and provide clear paths to action.

Have additional questions?

Start a dialogue with an Exit Planning expert at BEI

Speak to a real person.

Give us a call or email us! We have real people who’d love to chat with you.

OFFICE HOURS

Monday - Friday: 8am - 5pm MST

(we honor major US holidays)

CALL DURING OFFICE HOURS

303-321-2242

Toll free: 888-206-3009

EMAIL ANYTIME

General info: info@exitplanning.com

Support: support@exitplanning.com