Streamline Your Planning Process

As your clients most trusted advisor, there are many ways you can be involved in planning. You may be offering comprehensive Exit Plans, focusing on only your area of expertise, or applying your knowledge to your clients most pressing planning concerns. No matter the type of planning work you are doing, BEI has solutions to help you streamline your planning work, organize a planning team, and consistently deliver custom planning documents to your clients.  

Join Aaron Dube, Executive Planning Specialist at BEI, as he walks through the numerous benefits of the BEI Planning License. This license was designed for advisors who are comfortable with their client base and are more focused on implementing tools to make their planning practices more effective. 

In this webinar, we will highlight the various benefits of the Planning License including: 

• Comprehensive Implementation and Plan Design Support 
• Engagement Proposals 
• EPIC Software to help you efficiently create a custom Exit Plan.  
• Exit Plan Mapping Tool 
• Project Management Tools 
• Workbooks and Assessment Software