Live Demo: An Advisor’s Guide to Exit Planning

Register for BEI’s upcoming webinar to get a live look into the planning software and BEI tools that make all the difference. Join us and be guided through a live demonstration, sharing a replicable process that you can use with your business owner clients, mapping their Exit Plan from beginning to end.  

We will cover how to:  

• Effectively market your Exit Planning practice & differentiate yourself to prospects
• Leverage the EPIC™ Exit Planning Software to plan more efficiently for your clients 
• Determine which BEI Membership and training opportunities are right for you  
• Take advantage of BEI’s limited-time, seasonal savings!  

Register today and learn how to engage, enrich, and empower your business owner clients.