News

07/11/2007

Brunswick Dealer Advantage is Pleased to Announce the Brunswick Dealer Legacy Program – Succession Planning Consultation through AXA Advisors, LLC

As you consider the future of your business, many of you have expressed interest in Succession Planning for your dealerships. Accordingly, Brunswick Dealer Advantage has secured the services of AXA Advisors, LLC, a leader in financial and business transfer services, to help dealers transfer their dealerships to new owners when the time comes. The program is available to Gold and Platinum level dealers, who will receive preferred pricing on planning.

Planning Your Legacy
To help provide you security and to increase the likelihood of future success for your dealership, it is important to have in place a well thought out strategy for transfer of ownership in the event of:
• Departure due to retirement
• Management responsibility shift to next generation
• Disability due to illness or injury
• Death

As you consider your retirement or the sale of your dealership, AXA Advisors can help you start this process with a discovery interview to uncover the details necessary to build a plan with a clear indication of your goals for your business, your family and your retirement. The discovery phase commonly includes an independent valuation of your dealership and the drafting of a buy-sell agreement between you and your partners, key employees or children meant to take over the business. AXA Advisors can then help you through a successful implementation of your business transfer strategy, including helping to provide for the funding of any future liabilities.

Gold And Platinum Dealers
Planning a transfer strategy for your dealership may or may not require a fee. Fees for planning services depend on the complexity of any given situation, and commonly range anywhere from $1,500 to $4,500, but can reach as high as $25,000. If fees are applicable, they are determined at the outset of any planning assignment.

If you are a Brunswick Gold Dealer, you will receive a 15% discount off of fees for business transfer planning services provided by AXA Advisors, LLC. In addition, should your dealership need a current valuation, AXA Advisors can provide you a list of independent business valuation companies where, in some instances, the cost of your valuation will be lowered with preferred pricing.

As a Brunswick Platinum Dealer, fees will be waived for any business transfer planning services provided by AXA Advisors, LLC. As with Gold Dealers, should your dealership need a current valuation, AXA Advisors can provide you a list of independent business valuation companies where, in some instances, your valuation will be lowered with preferred pricing.

To confirm dealer eligibility as a Gold or Platinum dealer and/or to receive more information, please contact a Dealer Advantage Specialist at (877) GO-ADVTG (462-3884) or visit www.brunswickdealeradvantage.com. To enroll in the Dealer Legacy Program, please contact the program administrator, Robert Greulich, at (888) 292-4015.

©2007 AXA Equitable Life Insurance Company. All rights reserved. 1290 Avenue of the Americas, New York, NY 10104, (212) 314-4600. Visit our Web site at www.AXAonline.com GE-40584 (7/07)
Securities offered through AXA Advisors, LLC, 1290 Avenue of the Americas, NY, NY 10104, (212) 314-4600, member NASD, SIPC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries, including AXA Network Insurance Agency, LLC in CA, and AXA Network Insurance Agency of Utah, in UT.
AXA Advisors. LLC does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
Brunswick Corporation is not affiliated with AXA Advisors or AXA Equitable.

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