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Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset

Posted by Jason Konopik on Wed, Oct 16, 2019 @ 12:00 PM

Are you crazy-busy running the day-to-day operations of your insurance agency? 

Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? 

Always rushing to meet a deadline or make a deal.

Rarely taking the time to consider what would happen to the agency if you were to ever leave the business...

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Tags: agency resources, succession planning

FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.