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Business Owners
Business Succession Planning
Business Succession Planning
Business Succession Planning
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Buy Sell Agreements
Business Succession Planning
Business Succession Planning
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Key Person Insurance
Business Succession Planning
Business Overhead Insurance
Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.
Business Overhead Insurance
Business Overhead Insurance
Business Overhead Insurance
Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.
COI Network
Business Overhead Insurance
Display their FAQs
Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.
Display their FAQs
Business Overhead Insurance
Display their FAQs
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Disclosures
Brookwood Investment Advisory
Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.
Insurance Related Recommendations
Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.
You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.
Tax and Law
Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.