FREE GUIDE

How to deliver unexpected value for business owners

Advisors are integral to helping the more than 30 million small- and mid-sized business (SMB) owners in the US manage their business and personal finances. 

Learn how to add significant value to your clients who own businesses by thinking outside of the box when it comes to business protection and succession planning.

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SMB Owner WhitepaperPPTY
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In this guide, advisors will learn:

How to help business owners incentivize new hires and retain key talent

Tips for helping business owners manage cost recovery and minimize business impact when considering insurance solutions

Techniques to manage succession planning and key person arrangements to ease transitions while protecting the business.
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“Embracing technology allows advisors to streamline the buying process, leveling up life insurance capabilities and client satisfaction. Modern Life does it best.”

Jared Levy, CFP, ChFC
Founder & Managing Partner at Brix Partners

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