The EPIC Software enables you to create a professional report, tailored to each of your clients. With EPIC software, you will efficiently and effectively design and deliver detailed, customized solutions to help your clients achieve their unique goals and objectives.
The EPIC System supports and structures all of your communication with your clients and the other advisors on your Exit Planning team. You can generate engagement proposals, fact-gathering materials, planning documents, and action item checklists.
EPIC planning documents are never locked. Instead, you can modify and customize every aspect of EPIC's output and combine it with your other planning deliverables.
You use the EPIC system without downloads, installations or updates. BEI maintains the software in an online environment.
You retain ownership and control of your clients' information and plans.