The Ins and Outs of Contingency Planning Webinar


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The Ins and Outs of Contingency Planning

In such an uncertain and trying time, it is more important than ever to have a plan for the unexpected, and that your beneficiaries receive value for your book of business in the event of death, loss of license, or short-term/long-term disability. This is such a critical issue that SRG is making contingency agreement templates available at NO cost – join the webinar to find out how to access the agreements.

This session will provide advisors best practices for contingency planning and specific recommendations for your existing plan, or to help you create one:

  • Who should the plan be set up with and what if you don’t have someone?
  • Consequences of not having a plan!
  • How plans are funded, beyond the basics
  • Why you should start by valuing your business
  • Unexpected benefits of having a plan in place
  • Industry best practices and compliance considerations
If you would like to join, please register here.




David Grau Jr., MBA 

Founder & President
Succession Resource Group

Nicole Frey 2019 L

Nicole Frey, CFP®

Senior Project Coordinator
Succession Resource Group