Succession Planning

Independent agents Ryan Smith, Heath Patterson, Carrie Ryan and Kristin Ryan share their personal experiences with insurance agency perpetuation.

Independent agents Zuri Malick, Kyle Dean and Kali DeWitt share their personal experiences with perpetuation.

Agency principals are far more likely to succeed when they build a perpetuation plan around people, agency value, capital and time.

Is the independent insurance system prepared to fill the perpetuation gap? Industry leaders debate the issue.