Products & Services April 7, 2025

Cetera Introduces Emergency Planning and Communications Kit for Advisers

The company’s E-PACK kit offers templates for disaster preparedness and business continuity to help financial professionals safeguard their practices and support their clients in critical situations.

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Cetera Financial Group introduced a set of resources to help financial professionals support clients and address business continuity during emergencies, called the Emergency Planning and Communications Kit (E-PACK).

The planning tools in E-PACK are available to all advisers—whether affiliated with Cetera or not. They include:

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  • Disaster Recovery Plan Template: A structured framework to help advisers outline procedures for restoring critical business functions in the aftermath of a disaster.
  • Emergency Response Guidelines: A step-by-step guide outlining immediate actions advisers should take to protect their clients’ interests and their practice during various crisis scenarios.
  • Client Communication Scripts: Pre-written email and text message templates to ensure quick, effective outreach during emergencies.
  • Disaster Preparation Checklist: Easy-to-follow lists and instructions for advisers to prepare themselves and their clients for potential crises, including items to collect, digitize, and safeguard.
  • Charitable Donation Advice: Serving as a supplemental resource for financial adviser’s experienced advice, this guideline offers recommended methods for clients to provide monetary support to impacted communities.

“During times of uncertainty, clients often turn to their financial professional first for guidance, resources and reassurance,” said Cetera Chief Marketing and Communications Officer Michael Zuna, in a statement. “The E-PACK is a testament to our commitment to supporting our financial professionals, ensuring they have the tools necessary to serve their clients when it matters most.”

Cetera says the E-PACK was developed in response to the growing need for actionable tools during natural disasters—specifically in the aftermath of last year’s hurricanes in Florida. This year, portions of the E-PACK were deployed during the California wildfires, allowing advisers to stay connected with their clients and maintain stability.

Financial professionals can access the E-PACK and its comprehensive set of resources by visiting https://cetera.com/e-pack.

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