Broker Check

(Video) Question #9: What happens to my money/plan if something happens to you?

July 22, 2020

Question #9 addresses the always important "back up" plan.   What if something happens to the advisor that you work with?  What is their plan for you? We have found that many advisors do not have a plan in place to continue their process, should they not be there.  This is a great question to ask, and make sure you are comfortable with the answer!  Make it a great day.   

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