Succession Planning

The only certainty in life is the uncertainty of life.

What would happen if you were unable to service your clients due to death or disability? Do you have a plan in place? Someone to give the same level of excellence you have worked so hard to build? Is your spouse or beneficiary at risk? How would your loved ones handle the loss of income? What would your clients do?

Life is unpredictable and it’s important to have a plan in place. As a valued Cornerstone broker, you don’t have to leave your legacy to chance.

Be prepared.

Cornerstone’s succession planning program helps you arrange a strategy to provide your beneficiaries with income, along with peace of mind, in the event of your unexpected death or disability. This includes:

  • Drafting communications to your current client base in the event of your death or disability.
  • Preparing your business and beneficiaries with a financial plan.
  • Conducting annual reviews to audit your succession plan and make any necessary changes.

We will walk you through each step of the process to ensure your business and your legacy are covered.

We want to help you develop a plan. Fill out the form below for more information!

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