A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among beneficiaries. A professional valuation provides an accurate and unbiased assessment of the true value of all assets, including real estate, investments, businesses, and personal property. This is essential to avoid disputes…

A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices and new Standard Operating Procedures (SOP), which contain significant changes to the 7(a) and 504 lending programs. The 7(a) is the flagship program when financing change of ownership opportunities. We’re breaking…

If you have ever traveled on the subway in London or the train system in England, I am sure you have heard the phrase “Mind the Gap” numerous times. “Mind the Gap” is the British version of the American admonishment “Watch Your Step.” The wording of the English warning was created in the late 1960s…

I am proud to announce that I recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 5-day program. I join an elite group of business advisors who have received this designation and am a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted…

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