Member Education |
The IEPA Membership is comprised of senior-level advisors and consultants who operate at a high level of productivity and want to leverage additional training, tools and support to fully engage the business owner marketplace and the advanced opportunities that lie within. With education as one of our core values, IEPA provides the following types of resources exclusively for members (access based on membership level) to stay current in the industry and be a more powerful advocate for their business owner clients and prospects. Special Topics
The International Exit Planning Association provides all documents and downloads for the benefit of our current members. We encourage members to customize our materials with their company name and image for distribution to their clients and prospects. Our materials are not intended for re-sale and are permitted to be used as long as you remain a member of IEPA.
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Survey Tools: BERI ODI & GPI Resources
Referral and Collaboration Portal
Universal Exit Plan
Monthly IEPA Member Trainings
Monthly Member Coaching
Online Course Library Access
CBEC® Exit Strategies School
Webinars
Marketing and Licensed Content Resources
Industry Assessments
Marketing Approach Kit
Newsletters
White Papers/Articles
Exit Plan Modules/Templates
Prospecting Resources
Creating a Transferable Business™
Plan Writing Support
Presentations
Presentations for Member Use
ESS Report Software Information
Special Topics Archive
Corporate Resources
BII Member Resources
Northwestern Mutual Member Resources
4/30/2025 » 6/27/2025
2025 Spring Certified Business Exit Consultant® (CBEC®) Certification Program