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Business Valuation/Buy-Sell Review

Uncovering business owner needs and starting the planning conversation is easy when you use our complimentary business planning services. The reports serve as a valuable door-opener that can lead to life and disability insurance sales and help business owners:

  • Determine a current value for their business they can use for planning purposes.
  • Make decisions about retirement income planning, business succession planning, business protection and estate planning.

New digital RFP!

Submitting requests for proposals (RFPs) is now easier. The new digital RFP will speed up the process for you and your clients when requesting these reports. Benefits include no more fillable pdfs, fewer questions to answer, guidelines to help ensure you’re including everything needed to help eliminate delays, and no more file size limits.

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