If something happens to you, what happens to your client's account? Within 12 months after a founder's death, their business is gone 62% of the time. This session is designed help attendees create a plan for protecting their business and their clients in in case something extraordinary happens.

The session will cover: Who can legally sign contracts, receive commissions, and fees? Who can move money, run payroll, get into your CRM, and make sure your carrier, vendor, and GA relationships stay intact? What if your staff seeks out employment elsewhere because your book of business is threatened?

This panel discussion includes real-life stories of taking action when the worst-case scenario occurs, along with the first steps to take, so you aren't overwhelmed trying to establish a plan right away. Many of us build nuanced, unique benefit strategies that challenge the status quo. These strategies work because you understand them; they are an important legacy that should continue, and without you, they can unravel fast.T