It's your legacy. We'll help you protect it.
You’ve spent years building your business. Let us help you protect your practice from an unexpected event to preserve your legacy and provide for your loved ones.
The Assurance Plan is a cost-effective solution for purchasing coverage that can help safeguard your business. In the event of your unplanned exit from the industry, you or your beneficiaries will receive a guaranteed upfront payout, as well as any additional proceeds above the minimum following the potential sale of your book of business.*
The Assurance Plan offers peace of mind, knowing your legacy is protected in the event that you’re not there to protect it yourself. The Assurance Plan is an easy way to provide a safety net for what is likely your largest asset.
*Unplanned exit due to death or incapacity