Luck of the BEI License: Leveraging Tools to Find Exit Planning Success

In BEI’s latest webinar, spend 30 minutes with us to uncover all the ways a BEI License provides a framework that allows you to better understand your client’s goals and create a solution for them. Whether you want to be a full-fledged Exit Planner or focus on a particular element of Exit Planning, BEI can help you broaden your scope of work and attract new clients.  

In this webinar, Doug Easton, BEI’s Practice Development specialist, will answer your most pressing Exit Planning questions based on his experience working with advisors for nearly 15 years. He will use this presentation to share:   

• The Seven Step Exit Planning Process and the BEI License features available for each step  
• Upcoming training and discount offerings available to best position yourself as an indispensable resource to your clients 
• Best practices in plan design and marketing strategies to help you better engage current and prospective clients  
• Live answers to your most pressing Exit Planning questions   

Register today and join us on Tuesday, March 7 at 11am EST.