Succession Planning

Young independent agents discuss how they got their start in the industry, what excites them about its evolution and the valuable lessons they’ve learned from the mentors who have guided their growth.

As hard as it may be to believe, the oldest wave of Generation Z is now hitting their late twenties. While Gen Z insurance needs are evolving, they’re not too different from their predecessors.

A desire to keep her family’s fourth-generation agency family-owned drew Megan Carroll into the business. 2/12/2025 5:00:00 AM

In 2017, Carroll became a part owner and president of Stein Agency, a process in which she has stepped up professionally and grown into a leadership position while learning the ropes of agency management and p&c insurance.

When it comes to planning for your agency’s internal perpetuation, there are numerous factors to consider, each requiring careful consideration and strategic discussion.

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