David Grau

David Grau, an expert in death and disability planning, emphasizes the critical need for independent advisors and small business owners to create effective contingency plans. He distinguishes between succession and contingency planning, suggesting tailored strategies for each. Grau dives into various funding mechanisms like life insurance and revenue sharing, while addressing tax implications and best practices. Listeners learn practical steps to ensure accessibility of information and communication, making proactive planning a priority for unexpected events.