Assurance Plan

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.

Key Benefits:

  • Guaranteed buyer for your practice
  • Guaranteed upfront payout of 1.5x recurring revenue
  • Detailed business valution report provided by LPL on an annual basis

*Unplanned exit due to death or incapacity


Approximately 70% of financial professionals do not have a current succession plan in place**, leaving them and their families vulnerable. The Assurance Plan can assist you and your family by providing funds during a time when they may be needed most. For pricing details, see how it works. You can count on LPL to help protect the practice you’ve built.


What You Can Expect:


It's Your Legacy

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.