Exit Planning Webinar | Expert Advice at Your Fingertips

Image Of Analyst Analytics On Tablet

Only BEI’s EPIC platform can give you access to expert Exit Planning advice, tailored specifically to your clients’ needs, at your fingertips. We want to show you how.

Join BEI’s Aaron Dube for a free one-hour walkthrough of BEI’s EPIC software. EPIC is an easy-to-use, highly effective tool built on years of Exit Planning Advisor experience. If you want to engage prospects more successfully, open new lines of business with your current business-owning clients, and provide customized solutions to your clients’ problems, don’t miss this webinar!

Learning Objectives

  • How EPIC helps advisors accurately identify clients’ wants and needs
  • What EPIC does to effectively advance planning conversations with owners
  • How EPIC helps advisors tailor their planning services to what owners care about most

Date + Time

Event Dates and Times
08/27/2019 - 1:00pm to 2:00pm