For Financial Advisors

Continuity Planning

Succession is for when you choose to step back. Continuity is for when life doesn’t ask first.

If you were unable to work tomorrow, what would happen to your clients on Thursday? A continuity agreement is the difference between a plan and a scramble.

What a continuity agreement covers

Who steps in for your clients — immediately — in the event of death or disability?

How is your family compensated for the value of the practice you built?

What do clients experience in the first week, and who tells them?

How are your staff, systems, and records handled through the transition?

Partnering with Allegia

We serve as a designated continuity partner for like-minded advisors: a written agreement, a real relationship before it’s ever needed, and a shared planning philosophy so your clients would land somewhere that treats them the way you did.

It’s the advice you’d give any client with a family depending on them. Your clients are depending on you the same way.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.