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 #36: Perpetuation Planning: Beyond the Why
#InsurancePerpetuation #AgencySuccession #InsuranceLegacy
š§© Is your insurance agency ready for the future?
In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation planābefore itās too late.
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Why agencies fail to planāand how that costs them
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Key factors that determine your agencyās true value
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How to prepare your agency for sale or internal succession
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What buyers look for and how to stay in control of your exit
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Creating transparency through financials and operations
Whether you're five years from retirement or just thinking ahead, the best time to start planning is now.
š Subscribe for more strategic insights to help you build and protect your insurance agency legacy.
š§ Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
š© Have questions or topics you'd like us to cover? Email us at podcast@siaofnc.com
š Learn more: www.siaofnc.com
#IndependentAgencies #InsuranceSuccession #BusinessLegacy #InsurancePlanning #ExitStrategy #BuildYourLegacy #InsuranceBusiness #insurance