While accidents and tragedies can never be predicted, you can still plan for them. As unfortunate as the topic is, IAA has a succession plan that will back you and your business up if there is an unexpected death. This plan allows you to be at ease that your business, clients and family will be taken care of properly if this tragedy were to occur.
This protection plan includes a buy-sell agreement with IAA, allowing IAA to pay the appropriate beneficiary the specified amount over time.
As for your clients, IAA will seek them out and match them with another advisor convenient to them.
Overall, this program ensures that your family and clients will be taken care of if a tragedy occurs. Call today to learn more about our protection program and if its a good fit for you.