The Resilience Plan from LPL Financial Business Solutions

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Know that your clients are cared for when you need to take time to focus on caring for yourself or your family.

Continuing client care on your behalf

Life brings us many moments – some we're able to anticipate and carefully plan for, others may catch us by surprise. At LPL Financial, we know your practice is built on delivering extraordinary customer service. We can continue keeping that service extraordinary, in the event you can't be there for your clients.

LPL’s Resilience Plan was designed for those moments, when there’s more to consider apart from finances alone. The Resilience Plan helps bridge those gaps left by traditional short-term disability policies which may offer income protection, but don’t account for your clients and business cares while you’re away.

LPL helps maintain some of the most important aspects of a financial advisor’s client services, with no elimination period or exclusions for pre-existing conditions.

LPL steps in when you need to step away

The Resilience Plan provides client service coverage on a temporary basis during your short-term leave of absence due to:

• Caring for a family member
• Maternity or paternity leave
• Elective medical procedures
• Accidental injury and recovery
• Your own serious health condition

While you're away, our in-house team of licensed financial representatives will step in to manage your accounts and ensure your clients continue receiving professional guidance and service. We can conduct annual reviews, manage portfolios, take care of account maintenance, and more—all while providing the support and communication your clients are accustomed to receiving.

Flexibility for an unexpected future

LPL’s Resilience Plan is designed with you, our advisor, in mind. And because every advisor is different, we want to be as flexible as we can so that we can better serve you—and your clients. A cost-effective monthly fee secures coverage, and during the active service period LPL receives an override on commissions while continually supporting your business and clients with any needs that arise.

With the main goal being the protection of your business, we’ve made sure the Resilience Plan works for you. Some of our program highlights include:

• No financial/medical underwriting or applications required
• No exclusions for pre-existing conditions
• No elimination period
• Benefit period from two months (minimum) to nine months (maximum)
• Available to corporate-affiliated LPL advisors only

Return to your financial practice with confidence

With the Resilience Plan in place for your practice, you can further protect the business you’ve built your way.

While you take time for what matters at home, we’ll take care of what matters to your practice. We’ll keep your business running smoothly so you can pick up right where you left off when you return.

Interested in learning more about the exclusive programs and services at LPL Financial, such as the Resilience Plan, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions. Reach out today!