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 #57: Succession Planning: Protecting Your Agency's Legacy
Your agency is your legacy—but can you pass it on to the people you trust most? The answer is yes. In this episode, we dive into how to pass your agency to family or key employees, why it matters for your succession plan, and real-world examples of successful transitions.
From family ownership to key employee buyouts, we share what works, what to watch out for, and how to make sure your agency thrives in the next generation.
Listen now and start shaping the future of your independent agency.
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