Perpetuation Planning for the Unexpected
Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.
Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.
Tune in to discover how seasoned agents are passing down invaluable knowledge and guidance and find out how the new wave of insurance agents are building fulfilling and impactful careers.
This episode of Agency Nation Radio provides best practices for finding a mentor, approaching the relationship and learning from seasoned industry professionals.
Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency at a time in her life when she was about to get married and start a family of her o
With 40% of the agency principals surveyed older than 60 years old and 20% older than 65 years old, half of agencies will experience a major change of ownership in the next 10 years, according to the study.
A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.
A study by Liberty Mutual and Safeco found that men still outnumber women in leadership roles by two to one.
On this episode of Agency Nation Radio, Carrie Shaw, account manager at Mirabito-Gresham Insurance in East Syracuse, New York, discusses networking, the joys of learning something new every day and attracting more young people to insurance.
When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.
Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande