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By Andrew Rice, Money Management Services |
October 25, 2011
In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
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By Andrew Rice, Money Management Services |
September 19, 2011
When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
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By Andrew Rice, Money Management Services |
August 26, 2011
In the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.