CONTINUITY PLAN

 

VACATION

When you go on vacation leave our contact information for your clients, in the event a client has a pressing issue that can’t wait until you return. This way, you can go on vacation without having to worry about the office. We want you to be able to check out and recharge on vacation.

 

DISABILITY

Our Advisors' Pride team will work diligently to keep your office running smoothly while you are in recovery. Rest assure that your clients are well taken care of in our hands. 

 

DEATH

We stand ready to purchase your practice or manage the selling agreement in the event of death, as a way to pass the value of your practice on to your beneficiaries.