CONTINGENCY / SUCCESSION PLAN – 2X Multiple.
Guaranteed.

You’ve spent years building your business then the unexpected happens…were you prepared?  Did you have a Contingency or Succession Plan firmly in place?

Most advisors do not.

That is why each advisor associated with The Independent Grid is automatically provided with a Contingency / Succession Plan the day they affiliate with The Grid.

2x Multiple on Recurring Revenue.

Should you become permanently disabled or deceased, The Independent Grid will offer to purchase your practice at 2x the recurring revenue.

If you already have a Contingency or Succession Plan in place—that will take precedence and will certainly be honored.

However for those that do not, you may rest assured that your clients and their families will continue to receive the same care and support they have come to expect.

Investment Solutions

We understand that every client situation is unique.

Having access to a broad range of products makes working with us equally as unique.

Get started today

To learn more:

Connect with us!

(888) 944-9725

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