You Can Help Business Owners Create a Smart Transition Plan

A client’s small business is their livelihood in working years and their legacy when they retire or pass on. A smooth transition doesn’t “just happen”… it takes a smart business succession plan that YOU can help them create. 

Without one:

• The business could end up undervalued and with a new owner that wasn’t part of the plan
• Retirement could be an impossibility
• Family could suffer financially
• And more

In June, Trimester 2 focuses on how you can help small business owners create a succession plan. The Marketing Resource Site will give you the foundation you need to know the questions to ask and the life insurance strategies to consider for all the steps in the end-to-end process. The Small Business eBook and the extensive Playbook Pointers will help.