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To offer your business-owner clients the best possible advice and guidance, you must have expertise on the complete scope of what a business exit entails. You must be able to provide your clients with knowledge of what is best for their financial needs, business needs, and most importantly, personal needs. The Exit Planning Institute’s Certified Exit Planning Advisor designation is the most accepted and endorsed exit planning program in the world. Guardian Life Insurance recently joined the community of companies that lists CEPA as a compliant designation.
Guardian Life Insurance Company has been helping people protect their future through insurance and investments for over 150 years. By recognizing the CEPA designation, their advisors will continue to provide exemplary service to their clients with a more well-rounded approach. We spoke with Vince D’Addona, a financial representative with Guardian Life Insurance Company to learn more about how the CEPA designation has impacted his process.
“I strive to be the best advisor possible for my business-owner clients. What this means to me is that when I see a gap in my ability or knowledge, I work to fill it. Starting with the CExPTM was a great move. It provided an over-arching context for business planning, focusing all I had learned about businesses into one cohesive mission. The CEPA designation has helped me look at the process of exit planning in a way I hadn’t before. The CEPA focuses on value generation and the process of advising business owners. Together, I believe they make me a more complete advisor”.
Contact our team to learn more about our CEPA program and if your business is one of the many that endorse the CEPA designation.
