The Settlement Institute, a national educational and training institute with the mission to help financial professionals build their businesses through implementing exit planning into their practice,
United States of America (Press Release) August 31, 2007 --
FOR IMMEDIATE RELEASE:
Reno, Nevada 8/31/2007: Over the next 20 years, over 70 million Baby Boomers are set to retire. A sizable portion of Baby Boomers, approximately 15 million, own businesses or investment real estate that are asking the big question… “How will I exit this asset and how will it play a role in my overall retirement plan?”.
The Settlement Institute, an educational institute that concentrates on helping professional advisors build their businesses and increase their bottom line by properly implementing exit planning into their practices, is looking at changing the whole world of Exit Planning.
“Exit planning is a niche service that can become a huge profit center for savvy advisors over the next 15 years”, says Director of product development Trevor Mauch. “Our aim is to help advisors properly implement and market this strategy into their businesses and capture more market share, ultimately increasing their bottom line”.
Exit planning is the process of helping a seller of highly appreciated assets such as a business, systematically develop and execute a plan that helps the client reach their financial, lifestyle, charitable, succession, and other goals during the sales process. This service has become increasingly popular in the last 5 years and is a way that many financial professionals are differentiating themselves among their competition.
“Our new website and online portal is on track to become the go to source when it comes to exit planning education and resources… for both the professional advisor and seller”, remarked Mauch. The Settlement Institute website boasts original exit planning related articles, products, resources, and more. In addition, much of the focus of the website is geared toward giving professional advisors tools and lessons on how they can grow their businesses and put more money into their pockets.
To take a look at the new Settlement Institute website and exit planning portal, visit: http://www.settlementinstitute.org.
While on the website, be sure to subscribe to the “More Clients through Exit Planning” Newsletter and take a look at their exclusive product offering.
The Settlement Institute is an educational institute with a mission to help professional advisors and sellers learn about the exit planning process and apply effective techniques for better outcomes in the process. Clients of The Settlement Institute tend to be Financial Planners, CPA’s, Attorneys, Life Insurance Producers, and sellers of highly appreciated assets. With an approach to leverage the power of technology to advance the Exit Planning industry, The Settlement Institute offers many unique learning and training platforms to choose from.
Contact: 800-666-5854, 5190 Neil Rd. Reno, Nevada
http://www.settlementinstitute.org
Reno, Nevada 8/31/2007: Over the next 20 years, over 70 million Baby Boomers are set to retire. A sizable portion of Baby Boomers, approximately 15 million, own businesses or investment real estate that are asking the big question… “How will I exit this asset and how will it play a role in my overall retirement plan?”.
The Settlement Institute, an educational institute that concentrates on helping professional advisors build their businesses and increase their bottom line by properly implementing exit planning into their practices, is looking at changing the whole world of Exit Planning.
“Exit planning is a niche service that can become a huge profit center for savvy advisors over the next 15 years”, says Director of product development Trevor Mauch. “Our aim is to help advisors properly implement and market this strategy into their businesses and capture more market share, ultimately increasing their bottom line”.
Exit planning is the process of helping a seller of highly appreciated assets such as a business, systematically develop and execute a plan that helps the client reach their financial, lifestyle, charitable, succession, and other goals during the sales process. This service has become increasingly popular in the last 5 years and is a way that many financial professionals are differentiating themselves among their competition.
“Our new website and online portal is on track to become the go to source when it comes to exit planning education and resources… for both the professional advisor and seller”, remarked Mauch. The Settlement Institute website boasts original exit planning related articles, products, resources, and more. In addition, much of the focus of the website is geared toward giving professional advisors tools and lessons on how they can grow their businesses and put more money into their pockets.
To take a look at the new Settlement Institute website and exit planning portal, visit: http://www.settlementinstitute.org.
While on the website, be sure to subscribe to the “More Clients through Exit Planning” Newsletter and take a look at their exclusive product offering.
The Settlement Institute is an educational institute with a mission to help professional advisors and sellers learn about the exit planning process and apply effective techniques for better outcomes in the process. Clients of The Settlement Institute tend to be Financial Planners, CPA’s, Attorneys, Life Insurance Producers, and sellers of highly appreciated assets. With an approach to leverage the power of technology to advance the Exit Planning industry, The Settlement Institute offers many unique learning and training platforms to choose from.
Contact: 800-666-5854, 5190 Neil Rd. Reno, Nevada
http://www.settlementinstitute.org
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