Help clients create a succession plan that works for them

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Employee stock ownership plans (ESOPs)

Looking for new ways to build your business and grow revenue? Consider helping your clients and prospects establish an employee stock ownership plan (ESOP). These flexible plans help business owners transition the ownership of their company over time, providing them with a valuable source of liquidity and an ongoing legacy.

Introduction to ESOPs

Next steps

We're here to help you support your clients and prospects with their succession planning needs.
E-mail our Advisor Support Team or call 800.952.3343, option 2.

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