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.
Extended Service Opportunities
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
After 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 blog Awake at 2 o’Clock?, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.