Build Your Legacy: Insurance Edition
Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
Build Your Legacy: Insurance Edition
Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters
#AgencySuccessionPlanning #IndependentAgencies #BuildYourLegacy
🔒 Who takes over your agency if something happens to you?
In this episode of Build Your Legacy: Insurance Edition, we explore why succession planning is essential for every independent insurance agency.
✅ Solo Owner Considerations – What happens if your spouse doesn’t work in the business?
✅ Partnership Triggers – What to know if your business partner passes away.
✅ Operational Access – The importance of admin rights, bank account access, and licensing.
✅ Financial Protection – Avoiding a fire-sale and preserving your agency’s value.
✅ Emergency Support – How partners like SIA of NC can step in to keep operations running.
This is more than a business decision—it’s a legacy move.
Learn more at www.siaofnc.com or contact us at podcast@siaofnc.com
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📩 Have topic suggestions? Email us at podcast@siaofnc.com
#AgencySuccessionPlanning #InsurancePodcast #IndependentAgencies #LegacyPlanning #InsuranceBusiness #ContingencyPlanning #BuildYourLegacy #SIAofNC