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Helping advisors engage with business owners so they can plan and protect their greatest asset.

businesskillers

businesskillers is now beyond your balance sheet - and you can own it

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EVERYTHING HAS CHANGED!

businesskillers is now beyond your balance sheet

 

BEYOND YOUR BALANCE SHEET

Real-world experience over 29 years and input from licensed users - and business owners were the catalyst for this rebranding. The refresh is designed for bigger results. The underlying process has repeatedly proven effective in helping advisors generate top-line revenue.

All annual licensing fees have been eliminated. You can own Beyond Your Balance Sheet for $995.

THE PROCESS IS THE SAME. THE SIX MISTAKES HAVE NOT CHANGED.

  • "I know what my business is worth."

  • "I'm too busy running the company."

  • "That'll never happen to me."

  • "The employees really enjoy their job."

  • "My business is my retirement."

  • "Everybody has to pay tax."

 
 

the business of medicine

what physicians don't learn in medical school

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DESCRIPTION

The Business of Medicine presentation follows the same proven process as BusinessKillers. It was created to help medical professionals quickly identify potential problems.

There are six main topics, and attendees leave the presentation with a concise self-assessment of their level of risk with regard to key topics. There is no discussion of insurance products or financial services in the seminar.

The presentation is only 60 minutes.

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rebuilt as a powerpoint
YOU CAN OWN.

 
 

familymatters

protect the business. preserve the wealth. cherish the family.

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DESCRIPTION

FamilyMatters is an interactive movie.

The presentation is designed to educate the members of a family-owned business and helps the individuals carefully untangled the family dynamic from the day-to-day company operations. Many of these companies think their problems are unique to them, but the opposite is true. Most family-owned operations face many if not all of the same challenges.

Family-owned operations want to keep ownership in the family, which makes sense but that requires intelligent planning and objectivity.

There are five main topics in the seminar and at the conclusion, all attendees will leave with a concise self-assessment of their particular situation.

 

NEW ACCESS MODEL TO BE ANNOUNCED

 
 

businesskillers property casualty

risk mitigation and asset protection

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DESCRIPTION

In today's marketplace, agencies face continued downward pressure on margins. To differentiate and change the conversation with clients and prospects a producer must avoid the commodity trap.

The price and product conversation does not address the key issue - identify and mitigate risk.

BusinessKillers Property Casualty positions the presenter as a true Risk Manager.

 

rebranding in process
NEW ACCESS MODEL TO BE ANNOUNCED