Empowering business owner conversations: becoming the business owner’s most valued 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
Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
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.