Succession Planning

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.

AN Radio: Leveraging Legacy and Learning with Erin Dop

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

AN Radio: Family Matters with Katelyn Aitken Meyer

Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.