The Buy-Sell Review Marketing System gives you everything you need, from prospecting to closing sales, and simple 4-step sales process and tools that sell!

Step 1: Approach Tools

* Exit Planning Campaign Introduction E-Mailer -Send to clients to introduce them to the Exit Planning campaign.
* Free Exit Planning Services E-Mailer – Send to clients to introduce them to the advantages of our free exit planning services and prepare them for your next contact.
* Letter – Use this approach letter to introduce clients to the advantages of our free exit planning services and prepare them for your next contact.
* Postcard – Use this post card to introduce clients to the advantages of our free exit planning services and prepare them for your next contact.
* Mailer – Send this tri-fold mailer to start business owners thinking about their exit plan. Introduce them to the advantages of our free exit planning services. Enclose in a #10 envelope with your business card.
* Phone Script

Step 2: Initial Meeting & Fact-Finding Tools

We offer free Buy-Sell Review services that can help uncover potential agreement oversights and funding deficiencies to spotlight sales opportunities. Our team of exit planning experts reviews current buy-sell agreements and prepares a customized summary report for your client – which may include an informal business valuation (see sample below).

* Request for Proposal (RFP) – Use this piece to gather important client information to receive a customized proposal package.
* Exit Planning Questionnaire – A fact finder that helps gather information needed to design a business succession plan.
* Sample Business Valuation Proposal

Step 3: Presentation & Solution Recommendation

Our team of Advanced Solutions exit planning experts is available to provide all the support you desire – every step of the way! After preparing your proposal, they will consult with you to review recommendations and discuss sales opportunities.

Buy-Sell Review Services:

* Identify funding deficiencies
* Recommend life insurance and disability products
* Identify agreement oversights
* Review key person needs
* Identify additional buy-sell and transfer strategies as appropriate

Buy-Sell Strategies

* Cross Purchase Buy-Sell
* Entity Purchase Buy-Sell
* Wait &-See Buy-Sell
* Multi-Owner Buy-Out
* Business Continuation General Partnership/LLC
* No-Sell Buy-Sell
* One-Way Buy-Sell

Transfer Strategies

* ESOP
* Gifting Solutions
* Installment Sale
* Self-Cancelling Installment Note
* Interest Only Installment Sale
* GRATS

Step 4: Funding & Administrative Services

When it comes to funding and providing administrative services for your exit plan clients, our experts leave nothing to chance – helping you every step of the way. We offer a broad portfolio of competitive products, sample agreements and top-notch service during the sale and throughout the life of the plan.

* Sample Agreements
* Product Information
o Life Insurance products
o Disability Insurance products
* Underwriting
* Business Market Administration

Request FREE access to the Buy-Sell Review Marketing System!