How to lead succession conversations
with value over products
Succession planning is a sensitive topic for owners. It forces them to broach the subject of losing a key leader, an ownership transition, or an incomplete legacy plan—all of which are business risks that could derail years of hard work and sacrifice.
Our Small Business Marketing Guide helps advisors and agents lead these tough conversations with value over products and market their services by focusing on continuity, control, and liquidity.
Inside you’ll find:
- Top small business owner concerns
- Compensation strategies
- Main types of buy-sell agreements
- Plus, supplementary flow charts
With 89% of owners valuing life insurance expertise for succession planning, yet 78% saying they lack a financial professional—the opportunity is clear!
Position yourself as the go-to advisor for small business succession planning. Fill out the form to request your free guide!