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Become an Exit Planning Expert
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A common reason that advisors add Exit Planning to their practices is for the challenge of something new, something that can help their clients more directly. For those advisors, BEI has created a path to success, allowing them to establish Exit Planning fundamentals as they work toward expertise. This video shows how BEI will help you move from novice to Exit Planning expert.
Tags BEI Tools and Resources, Practice Benefits, Exit Planning Strategies