Business Succession Planning

Email Campaign & Marketing Kit

Business Planning docsAn an insurance advisor to privately held business clients, we believe it is critical to revisit the topic of succession planning every 3-5 years.  To that end, we've developed an outreach campaign that can be easily customized and deployed by you and your firm to: 

  1. Open the conversation and begin the planning process, OR
  2. Revisit the client's current plan to make sure it is up to date and properly funded.

The target audience is your business owner clients with valuations in excess of $5 million.  Generally, businesses with 1 or more partners are the best prospects as an unforeseen death or disability impacts each shareholders equity, in turn creating the compelling need for a formal plan and proper funding mechanisms.

Download our Marketing Kit Today!

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