FPT In the News

January 2015 - Financial Advisor Magazine: Successful Continuity Planning

Posted by FP Transitions on January 7, 2015

Although much of the financial advice industry’s focus in recent years has been on the shortfall in adequate succession planning, there is another, more urgent issue that most advisors need to address before they can move on to developing a plan for their transition into retirement. That challenge is continuity planning – establishing a strategy and process to protect the clients and the business’ cash flow in the event of the owner’s sudden death or disability, whether temporary or permanent.

In two articles this month, “Successful Continuity Planning: The Right Funding Source Can Make the Difference” and “Six Steps to Creating the Best Possible Continuity Plan," written for Financial Advisor Magazine by FP Transitions president and founder, David Grau Sr., JD. Discusses the best practices for developing the most successful continuity plan as well as options for financing in the case it needs to be executed.

Topics: Continuity Planning, Financial Advisor Magazine