Continuity Planning: Death and Disability

In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global pandemic is not a common event, there are other types of events that can and often do happen to a practice--usually with devastating consequences. Which is why it is critical that you take the time to plan for the unexpected and protect your practice in the event of your death or disability. Without a plan, your clients, staff, and family could suffer in the aftermath.

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