Business Continuity Plan
BUSINESS CONTINUITY PLAN DISCLOSURE
Beacon Wealth Consultants, Inc. Business Continuity Plan (BCP)
If a significant business disruption occurs, Beacon Wealth will implement various strategies to quickly recover and resume business operations. Beacon Wealth’s BCP addresses many items, including data backup and recovery; safeguarding customer confidential information; financial and operational assessments; alternative communications with customers and employees; alternate physical location of employees; and ensuring Beacon Wealth’s customers’ prompt access to their funds. Significant business disruptions can vary in their scope, such as effecting only Beacon Wealth’s main office, which is located in a single building, the entire city where our office is located, or a larger area. Depending on the type of disruption, we will transfer our operations off site, and recover and resume business as soon as possible.
Emergency Contact Persons
If you are unable to reach your Representative due to a significant business disruption, please call the main office at 540-345-3891. If you are unable to reach your Representative or the Beacon Wealth main office during a significant business disruption, please call the following numbers based on where your account is held.
- Charles Schwab: 800-435-4000
- Nationwide: 866-667-0564
- Jackson National: 877-565-2968
- Lincoln: 888-916-4900
- Allianz: 800-950-5872
- Security Benefit: 800-888-2461
- Great American (Mass Mutual): 800-438-3398
Beacon Wealth Consultants’ emergency contact person is Cassandra Laymon, President, at 908-208-6145, cassandra@beaconwealth.com.