Getting Started - Associate Membership

You have access to the most extensive content library available to business advisors.

Time Commitment to Get Started: 10 minutes

What You’ll Need:

• Company logo (high resolution image file that is less than 4MB in size, in a customary format such as gif, jpeg, png, or svg)
• Your photo and bio

What to do:

1. On your BEI Home page here at ExitPlanning.com, you’ll see your Exclusive content stream, including articles, case studies, videos, and a variety of bonus content. Start by reviewing the Exclusives that are included in your account today. Learn new ideas related to planning for business clients, and share ideas with other BEI Advisors in the case studies and Advisor Forums.
2. Return to your BEI Account weekly to find new content and resources. We’ll add new Exclusive content every week so that you can enjoy a constant stream of ideas and best practices from your most successful peers in the business planning arena.
3. Set up your Advisor Profile. This is where advisors and business owners will find you and find out about your unique professional background.
4. You’re all set! Enjoy your Exclusive content and your membership in the most active and successful community of business planning advisors.