Resources, Whitepapers, & Forms
I May Want To Sell My Agency – What Kind of Questions Will A Buyer Ask?
We know passing your client relationships on to another person to care for is a significant decision. We are here to help you navigate the process to make sure you can relax knowing you made wise decisions for yourself and your clients.
Setting Up Your Business as a Corporation
Whether you have been an agent in the field for years, or just getting started in the business, you might have questions on whether you should set up an official agency. There are additional costs to doing this, but there are plenty of reasons why it is worth the extra investment.
Succession Planning: Why Every Insurance Agent Should Pay Attention
Succession planning entails developing internal people with the potential to fill key business leadership positions or finding a company or successor to purchase the existing business when the time comes. Learn why it’s so crucial to your business.
Schedule your confidential discovery call today to find out more about how to ensure your hard work, sweat, blood, and tears can become a lasting legacy.