Join Now!

Are you a professional advisor?

Learn how you can claim your share of the $11 trillion exit planning market and add a significant stream of revenue to your current business.

>> Learn More!

New Products!

Check here for our new products

Learn the top 9 most effective ways to sell your real estate or business <<< click here now


Brand New!
- Life Insurance CE credits

Check back soon for updates!



Buy with Confidence


Financial Advisor Exit Planning Training Programs

Exit Planning and Business Building
Training Programs for Financial Advisors

Training and education are among the most valuable investments a financial advisor (Financial Planner, CPA, Attorney, etc.) can make.

As fast as the industry and technology is currently changing, it can be difficult to stay at the cutting edge of your industry and keep an edge over your competition.

The Settlement Institute works hard everyday to create top quality, effective, and high ROI training on everything from cutting edge exit planning strategies… to ways that you can build your financial advisory practice.  In addition to creating our own training, when we find a program that our members find particularly valuable, we partner with the provid0r and offer it to you at excellent prices.

Trust The Settlement Institute to help you build your financial advisory practice

Feel free to invest in one of the SI Approved™ training programs below.

A quick note, we only offer resources that our team has given the Settlement Institute Seal of Approval (SI Approved™), as top quality and worthy of passing on to you… or clients. So, when you find a resource in our SI Store, you can rest assured that it is worth investing in.

Online Exit Planning and Financial Advisor Training Categories
(click the categories below to skip to that section)

Return to main Store Page <<

Click here to order now!

Exit Advisors Affiliate Program - Exit Planning Training, support, network

Exit Advisors Affiliate ProgramThe most comprehensive training, support, and turn key solution for helping professional advisors learn about and earn large commissions from the Ensured Installment Sale (Structured Sale) captial gains deferral strategy.

The Exit Advisors Affiliate Program contains more than 5+ hours of multimedia training, resources, transaction documents, marketing templates, etc. In addition, the program includes expert support from the top Structured Sale firm in the entire U.S.

With this program, licensed life insurance individuals can earn large commissions on the transactions for this very effective capital gains deferral strategy.

Click here for more info <<<

  • 5+ hours online multimedia training
  • Top rated support
  • Large potential commissions
  • A must for all financial planners and Exit Planners
  • Instantly ads a new income stream to your business
  • More!

Click here to order now!


Or, visit our FAQ page for this program

exit planning resources