Cetera Unveils Crisis-Ready Emergency Planning, Communications Toolkit for Advisors 

Cetera Financial Group has launched its Emergency Planning and Communications Kit (E-PACK), a set of resources crafted to assist financial advisors in guiding clients and ensuring business continuity during crises. The toolkit was created following last year’s hurricanes in Florida and inspired by the recent wildfires in Southern California. 

E-PACK includes a disaster recovery plan template, emergency response guidelines, client communication scripts, disaster preparation checklist, and charitable donation advice. 

“During times of uncertainty, clients often turn to their financial professional first for guidance, resources and reassurance,” said Cetera CMO and CCO Michael Zuna. 

This year, portions of the E-PACK were deployed during the California wildfires. 

Cetera oversaw more than $545 billion in assets under administration and $235 billion in assets under management as of September 30, 2024.