As a financial advisor, you spend much of your time working on the nuts and bolts of retirement planning with your pre-retiree and retiree clients. What if you were to ask yourself the same questions you ask your clients in regards to your advisory practice, business partners and your own desires for the succession of your business?


Download our latest whitepaper, “Succession & Continuity Planning.”

Succession & Continuity PlanningDownload the PDF


The new whitepaper touches on these topics:

  • What is your practice or book of business really worth?
  • What is a Buy-Sell Agreement and is it right for you?
  • How can Indexed Universal Life Insurance or Deferred Compensation Plans help?
  • Why is it important to communicate your succession plan to your clients?


For more information about succession planning, or to learn about the turnkey, plug-and-play “Total Client Engagement” practice management process we offer to select financial advisors, call Shurwest at 800.440.1088.