Business Succession Concepts
Address all areas of business succession planning
Business valuation, business continuation, and 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.
Step-by-step animations help explain complex funding solutions. Your clients will see for themselves the need to plan and the value of funding their solutions with life insurance.
View Fullscreen Animation Sample
Client presentations
Multiple presentation options for maximum client engagement
Interactive On-Screen Presentation
Walk clients through an interactive presentation on any device — tablets, large monitors, or conference room displays.
Professionally Designed Printed Presentation
Designed to mirror the on-screen experience, simple illustrations guide business owners through their funding options.
Solutions
Answer the key questions your clients are asking:
How can I get a fair estimate of my business' value prior to a formal appraisal?
Perform 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.