BUI provides turn-key evaluation processes that are designed to assist advisors in identifying planning opportunities and enhancing client relationships. While each process has a different focus, they each follow the same basic structure, making it very easy and predictable to leverage the heavy-lifting and expertise onto the BUI team.

Communicate Value

BUI provides client explanation documents for each process that make it easy to communicate the benefits of participation to your clients.

Gather Information

This is the turn-key part of each process.  BUI provides an Information Gathering Document that initiates the process.  Once completed with your client, submit to BUI and we begin our analysis.

Receive a Polished Report

After BUI’s analysis, we provide a polished report summarizing your client’s options. We’ll even help you in the presentation!

Click each process step below for examples

Performance Evaluation

Performance Evaluation is a process allowing advisors to partner with a trusted third party to analyze clients’ and prospects’ existing life insurance portfolio, review performance and recommend appropriate alternatives that may reduce premium outlay, increase benefits, or extend guarantees.

Estate Evaluation

Estate Evaluation is a comprehensive analysis of your clients’ current estate plans by a qualified estate planning expert. The process considers your clients’ wishes and objectives and offers appropriate planning alternatives. This process adds significant value to your client relationships without the traditional costs associated with estate plan reviews.

Estate Tax Analysis

Estate Tax Analysis provides a detailed calculation of potential federal and/or state estate taxes associated with a client’s estate, by a qualified estate planning expert.

Long Term Care Evaluation

LTC Evaluation is a confidential analysis of a client’s longevity plan. The process considers the client’s current health, risk retention level and family history. The process confirms the client’s plan efficiently protects assets, allows the client to maintain a similar standard of living, and ensures the client does not become a burden to family members and friends. LTC Evaluation identifies the client’s greatest concerns as it relates to longevity and retirement planning.

Business Succession Evaluation

Business Succession Evaluation (BSE) is a confidential analysis of a business’ current succession plan by a qualified business and estate planning expert. The process considers how the business owners’ goals and objectives are reflected in the current plan and, when appropriate, provides planning alternatives that better achieve the desired results. This process confirms the plan transitions the business to whom they wish in the most efficient manner possible.

Key Person Evaluation

Key Person Evaluation provides an analysis of the impact of a key employee’s death on a business and provides options to transfer the risk and indemnify the business.