CONTINUITY and SUCCESSION
TAKE THE
CONTINUITY CHALLENGE
Even though it can be difficult to have conversations about
our clients’ mortality, we frequently, tactfully discuss their
estate and legacy with them. We want what’s best for their
future, their families and their estate, so we carefully craft
plans to minimize taxation, maximize returns and preserve
wealth. Now it’s time to ensure your clients, family and
estate receive the same care and attention by putting a
continuity plan in place.
You have likely spent decades building your business. Yet
without a continuity plan in place, there is significant risk
your life’s work may be sold for pennies on the dollar in the
event of an unexpected death or disability. To prevent that
from happening, Practice Management is committed to
help each of our advisors create their continuity plan and
eventual succession plan.
This year, we invite you to take the Continuity Challenge
and check off a critical risk management item on your
to-do list by putting your plan in place and filing it with us.
THE CHALLENGE
JUST GOT EASIER
All the Resources You Need Just a Click Away
Continuity in a Box is your online one-stop
continuity resource to plan and update your continuity
plan. Set up your secure account to draft and store
your continuity agreement and continuity instructions.
Take that critical first step to protect your practice’s value
and ensure your clients, family and staff are taken care of
should the unexpected happen. Beginning your continuity
plan will give you the opportunity to address some big
questions, including: “Will my family benefit from all of
my hard work building the practice?” “What will happen
to my staff and clients in case of an emergency?” and
“What should I tell my clients?”
YOU’RE INVITED
Take the 2018 Continuity Planning Challenge.
We look forward to helping you plan, partner
and protect your practice!
The Practice Management group is always available to
answer questions and direct you to the right resource.
[email protected]
800-747-6111, xGROW (4769)
ntinuity
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C in a
BOX
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NOVEMBER 2018 | The STAR 8