Business Succession Concepts Success Center
Three tools in one great package – Business Continuation, Business Valuation, Key Person.
Fully equip advisors to serve this highly lucrative market of business owners with confidence. Whether you are looking for help getting started, sales opportunities or where it fits in your sales process, the Success Center has your answers.
Articles
- Probability of Business Owner Passing
- Importance of Key Person Insurance
- Importance of Business Valuation
- Comparing Funding Methods with Different Timing
- Ways to Fund a Buy-Sell
- Business Owners as Prospects
- Business Owners are Individuals
Guides
- Add a ‘Back Office User’ to your PlanFacts account
- Showing the Succession Solutions Interactively Step-by-Step
- User Guide: Business Succession Concepts
- User Guide: Key Person
- Chart of Available Solutions—Business Continuation
Help
- Drag-and-Drop Case Importing
- How to Integrate with WinFlex (Life Insurance Illustrations)
- The Valuation Calculator in Business Succession Concepts