The role of the insurance professional in the creation of a successful exit plan

The Role of the Insurance Profession


As an insurance professional and member of the owner's Exit Planning team, you have three primary responsibilities when working with your business owner clients:

  • To inform and educate the owner about the Exit Planning process.
  • To facilitate the Exit Planning process by coordinating your activities with those of the owner and his/her other advisors.
  • To provide services necessary to ensure the owner's successful transition from the business.

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