Advisor Succession Planning Steering Committee


Advisor Succession Planning Steering Committee


 

The CAILBA 2015 – 2016 Initiatives were announced at the CAILBA 2015 Members Meeting on June 3, 2015. One of CAILBA’s initiative for 2015 – 2016 will be to assist CAILBA MGA members in implementing advisor succession plans. In discussions at the CAILBA AGM, it was uncovered that 70% of Advisors do not have a succession plan as per a study conducted by TD Waterhouse in 2011.

 

CAILBA President Michael Williams and Leslie Byrnes of CLHIA will co-chair the Advisor Succession Planning Steering Committee; Brenda Molnar of Advocis and Susan Allemang of IFB will assist in establishing a process for advisor succession planning, in an effort to encourage members to plan in advance.

 

If you are interested in the topic of advisor succession planning, please contact CAILBA Executive Director Clementine Peacock at clementine.peacock@logiq3.com.