How It Works

The Assurance Plan

Your practice may be one of your largest assets and is a big piece of your legacy. Without an adequate succession plan, your business, clients, and your family may be at risk in the event of your unexpected exit due to death or incapacity. That’s why LPL is making it easy for you to put your plan in place today.

  • Sign up for the Assurance Plan with a Business Solutions Consultant
  • In the event of your incapacity or death, LPL guarantees a payment based on 1.5 recurring revenues
  • LPL will work to sell the book. If you have designated a preferred buyer, they will have ten business days to commit to purchasing the practice at market rate
  • Upon close of sale, LPL will deliver additional proceeds to you or your beneficiary
  • Receive a discounted rate of $119 per month when you sign up for a three-year term
  • Have more questions? See FAQs.

You’ve spent years building your business; now, you can ensure its value will be recognized even during uncertain times. Let us help you protect your practice, preserve your legacy, and provide for those who mean the most. Get started today!

*Unplanned exit due to death or incapacity