Succession Planning: How to Add Value to Your Practice

You may be just entering the field. You may feel no need to develop a succession plan. But ensuring the long life of your business and the protection of your clients begins now. Hear four MDRT members discuss how they are currently adding value to their business, and the steps you should take to do so as well. For more info on business continuation planning, please visit http://www.imdrt.org/decision/index.php. Featured in this episode are Jedediah Harrison Levene, CFP, CLU, Mark Berube, James Alex and Sarah J. Kaelberer, CFP, ChFC. This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.