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August 26, 2014 - Audio Blog

What Happens if Gene gets Hit by a Bus?

What Happens if Gene gets Hit by a Bus?

Ouch – tough question, but an excellent question!

Caller wants to know what happens to them if their advisor (in this case Gene) ‘moves on’, ‘graduates to the next dimension’, ‘assumes room temperature’, or simply retires.

Whatever causes you financial advisor to not be there for you – you must know your advisor has a plan in place to protect you and your family.

Sometimes call Succession Planning – Gene reviews what an investor should know to be confident.

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