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
Maximize Business Value with Owner Based Planning
In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that
Exit Planning Is a Whole-Person Journey
How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment
Advisor’s Guide to Entering the Exit Planning Marketplace
Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks
