Financial Advisors
Zero In on the 76 Million Baby Boomers for Exit Planning…
Wednesday, October 10th, 2007Here’s a quick post on a great article I found that can help financial advisors and exit planners capture… and keep their clients as they move into the retirement phase.
I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients.
What most […]
How to Find the Right Financial Advisor When Selling a Business or Real Estate
Friday, October 5th, 2007Finding the right financial advisor / exit planning specialist is one of the most important first steps in creating a solid exit plan when selling appreciated real estate or a business. However, many sellers take this task too lightly and believe that any ol’ advisor will do… because that is their job… to advise me on […]
How exit planning done right, adds more to your bottom line…
Monday, September 10th, 2007Here’s Part 2 of the 5 part series of our
Exit Planning Business Builders series.
In Part 1 I went over the importance of
over delivering and how it does more than
just bring in more clients, it actually
increases your profit per client and weeds
out the bad ones.
In this issue we’ll go over how using the
right comprehensive exit planning […]
California life insurance CE Credit now available! - Continuing Education Credit
Thursday, September 6th, 2007We are proud to announce that our Life Insurance Continuing Education (CE) course on the Structured Sale annuity for capital gains deferral is now approved in California!
The reason we over here at The Settlement Institute decided to create this life insurance CE course is because of the high demand from financial professionals inquiring to us […]