Opportunities With BEI
As a Pacific Life Insurance Company Life Insurance Producer, you can take advantage of special pricing on the following BEI Exit Planning Education and Training Programs.
Boot Camp
BEI’s Boot Camp for Advisors is presented as either a two-day, in-person, interactive workshop or a five-day, livestream course. A dynamic and experienced team of Exit Planning professionals will guide you through the Exit Planning Process. You’ll learn about new opportunities you’ll encounter when you integrate Exit Planning into your practice, and see how to generate additional revenue while building your client base.
Special Pricing for Life Insurance Producers of Pacific Life: $995 for Live or Livestream
Advanced Exit Planning Series
Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business-owner community. The primary goal of this series is to provide you with information that will serve as a solid foundation for your professional Exit Planning endeavors. The program includes fifteen modules and is delivered via an online education platform. Pre-requisite: Boot Camp
Special Pricing for Life Insurance Producers of Pacific Life: $1,500
Certified Exit Planner (CExP)
Obtaining the BEI Certified Exit Planner (CExP) designation is the final step in building your knowledge of comprehensive Exit Planning services for the business-owner community. Through training and rigorous testing, CExP professionals demonstrate that they are qualified to provide skilled and professionally executed Exit Planning services. Pre-requisite: Boot Camp and Advanced Exit Planning Series
Special Pricing for Life Insurance Producers of Pacific Life: $3,400
Combine the Advanced Exit Planning Series and CExP for a special price of $4,900
Premium License
Designed for advisors who want access to the tools, materials and support to attract and engage clients in the Exit Planning Process. BEI’s Full Membership combines all Memberships into an easily implementable, comprehensive Exit Planning system that grows your market share and revenues from your core services. Includes PlanIt software.
Special Pricing for Life Insurance Producers of Pacific Life: $9,000/year or $832.50/month
Marketing Membership
Designed for advisors who are looking to get an injection of new clients and increase awareness for their Exit Planning work. If you already have a planning system in place or would like ways to obtain new Exit Planning clients as you launch your successful Exit Planning practice, the Marketing Membership is the best place to start.
Special Pricing for Life Insurance Producers of Pacific Life: $5,400/year or $495/month
Planning Membership
Designed for advisors who are comfortable with their client base and are looking for the tools to streamline the plan-creation process. If you are looking to increase your planning work or streamline your plan-creation process, the Planning Membership will give you the boost you are looking for. Includes PlanIt software.
Special Pricing for Life Insurance Producers of Pacific Life: $5,400/year or $495/month
Click here to view BEI’s sample deliverables.
Please call BEI at 303-321-2242 to receive your Pacific Life Discount Code. Once you’ve received your code, please click here to register for your courses.
BEI is not an affiliated company of Pacific Life Insurance Company.