Build Your Legacy: Insurance Edition

Episode #63: Protecting What You’ve Built: How Life Insurance Powers Perpetuation

SIA of NC Season 3 Episode 63

In this episode of the Build Your Legacy: Insurance Edition podcast, we explore how life insurance can be one of the most powerful tools in agency perpetuation and succession planning.

From buy-sell agreements and key person coverage to protecting your family and your agency’s value, life insurance does more than provide peace of mind — it ensures the continuation of what you’ve worked so hard to build.

Join Bill Mills and Josh Harward as they discuss:

  • The connection between life insurance and long-term business continuity
  • How life insurance supports perpetuation funding and ownership transfer
  • The difference between personal and business coverage
  • Common mistakes agency owners make when structuring policies
  • How to start planning early to protect your legacy

Whether you’re an independent agent, an agency principal, or part of a family-run business, this episode breaks down why life insurance should be part of every perpetuation plan.

👉 Listen now and learn how to secure both your agency’s future — and your family’s.