Exclusive Training & Planning Benefits with BEI
From Discovery to Revenue in Just Three Meetings
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.
What is Owner Based Planning?
Owner Based Planning (OBP) is a proactive, strategic framework that helps advisors guide business owners through building value, minimizing risk, and ensuring continuity.
OBP offers a holistic approach to help business owners strengthen their operations and secure their legacy—providing insurance advisors with a structured process to identify and capitalize on sales opportunities earlier in the planning process— in just three meetings.
Why Insurance Advisors Need Owner Based Planning
- Engage Business Owners Early: Use OBP to open up budgeting and protection needs discussions within just three meetings.
- Accelerate Sales Opportunities: Move quickly from initial discovery to presenting tailored insurance solutions.
- Differentiate Your Services: Evolve above and beyond traditional pipelines by leveraging strategic planning.
- Generate More Revenue: Unlock larger sales through a process culminating in your products and services in addressing business owner goals.
How OBP Supports You
1. Training & Onboarding
2. Plan Design Resources
3. Ongoing Support
Continue growing with dedicated Customer Success resources and a network of planning experts to support implementation and long-term success.
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
More Professional Insights from BEI
Exit Planning Articles
Why Business Owners Delay Exit Planning
The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins
How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure
Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?
The Business Advisor’s First and Second Mistakes
After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.
