Helping You Plan For The Unexpected

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.

In fact, according to an Accenture Wealth & Asset Management Services Report in 2013, only 29% of financial advisors have an active Contingency Plan in writing.

Automatic Contingency / Succession Plan – 2x Multiple

One of the unique benefits of being affiliated with The Independent Grid is our advisor Contingency / Succession Plan offering.  Available to you from the first day you join, our plan is designed to protect you and your business from the unforeseen.  Should you become permanently disabled or deceased, The Independent Grid will offer to purchase your practice at 2x the recurring revenue.

Should you already have a plan in place—that will take precedence and will certainly be honored.

However for those that do not, you may rest assured that our program will provide you with the peace of mind in knowing your clients and loved ones will continue to receive the same care and support they have come to expect.


1 According to a 2013 Accenture Wealth & Asset Management Services Report published in FA Magazine article dated May 22, 2013.