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3 steps to disaster-proofing your insurance agency

Its vital that everyone in your office understands what to do when business as usual is jeopardized by an unforeseen event.

By Brad Wheeler | Updated on January 16, 2018

From hurricanes to wildfires and more, 2017 brought calamitous weather and major events that forever changed many communities and industries across the country.

Many financial advisors found their offices inaccessible for reasons beyond their control — but their duties to clients hadn’t changed. This reality in times of crisis is forcing advisors to take a hard look at their businesses and seriously consider whether they are adequately prepared to serve their clients at all times.

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