Empowering business owner conversations: becoming the business owner’s most valuable advisor
In this session we will discuss the business owner opportunity in detail, share the Exit Planning Institute's (EPI) proprietary exit planning methodology, and discuss the Financial Professional’s role in the process. We will also provide conversation starters so that you can have meaningful conversations with your business owner clients and prospects and; we will share tips for building your exit planning team. Finally, we will provide access to many resources from both EPI and John Hancock Investment Management to help you excel in this space.
For financial professional use only
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If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.