Financial Planners

The ExitMap® for Financial Planners
Transition Planning Tools for Financial Planners and their Business Owner clients


Opportunities for Planners


The financial planning or insurance professional who participates in The ExitMap® team has enhanced opportunities to provide his or her client with products and services.

ExitMap For Financial Planners  

Extended Service Opportunities
Advisory services on reducing valuation and basis for estate purpose
Designing Management and Key Employee incentive plans
Implementing accelerated retirement plans for the business owner
Structure and funding of non-qualified deferred compensation plans
Key Executive and Shareholder buy/sell funding
Business continuity planning
Strategies to invest the proceeds of a sales
Life insurance to protect estate tax liabilities

An Additional Benefit


Using The ExitMap® process, the financial and insurance planning professional is able to demonstrate the value of additional products and services beyond traditional risk mitigation.

Take the ExitMap® Test Drive

Trying the ExitMap® for yourself will allow you to:

See the reports your clients will receive
Review the quality content contained in each report
Experience the customization features first-hand
Learn how feedback aligns with client responses
Understand how debriefing leads to new advisory work

Get Started

To test drive the ExitMap® you need only complete our online Assessment. It’s free, comes without risk or obligation and will only take about 15 minutes to complete. ExitMap for Exit Planning Assessment Button

By taking the Test Drive you will become an ExitMap® Registered Advisor with benefits that include access to sample reports, a subscription to The Exit Planning Review™, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notifications.

Comments are closed.