Business Succession Concepts

A Comprehensive Set of Tools to Address All Areas of Business Succession Planning

Business Valuation
Business Continuation
Key Person Planning
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STEP-BY-STEP ANIMATIONS

You don't have to be an expert—let the software be the expert

Simple, clear illustrations help explain complex concepts. Each animation includes a step-by-step walk through of the continuation and funding solutions. Your clients will see for themselves the need to plan and the value of funding their solutions with life insurance.

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CLIENT PRESENTATIONS

Multiple presentation options for maximum client engagement

The on-screen presentation is designed to mirror the printed presentation, giving your clients the option to follow along with what they are being shown on screen. You can present on-screen, then leave the printed presentation behind.

Professionally Designed Printed Presentation

Simple and clear illustrations guide business owners through their options—customize each presentation based on your client's unique situation.

Interactive On-Screen Presentation

Walk clients through an interactive presentation. The responsive design allows you to present on various devices like tablets, large monitors or conference room displays.

ANSWER KEY QUESTIONS

Use Business Succession Concepts to answer the key questions your clients are asking:

How can I get a fair estimate of my business' value prior to a formal appraisal?

Business Valuation is now integrated into all of the Business Succession Concepts—performs calculations for the five valuation methods accepted by the IRS.

What happens when one of my partners or I die, retire, or become disabled?

Simple, clear illustrations show the value of life insurance to fund their chosen continuation and funding solutions.

How do I determine the value of key employees and protect the business from their loss?

Evaluate and rate key person's value in different areas of the company, and illustrate how life insurance provides a solution to key person planning.

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Advisor Controls Essentials

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Includes Marketing and Planning Resources
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  *Includes a digital consumer fact finder

Advisor Controls Elite

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$149.95/monthly

$149.95 / month with a 2-week free trialStart Free Trial

Includes Marketing, Managing and Planning Resources
*Includes a digital consumer fact finder