Best Practices Series – Perpetuation – Understanding What It Takes To Remain Privately Held
Attention independent insurance agents and brokers: Have you thought about your agency’s future once you decide to retire? In this webinar, you’ll gain a full understanding of the most important investment you can make as an independent insurance agency. Don’t miss out on foolproof steps you can take today to prepare your insurance agency for tomorrow.
An overwhelming majority of independent insurance agents and brokers in the industry are 100% committed to remaining independent. Tom Doran and Brian McNeely have spent their consulting careers at Reagan Consulting in Atlanta, Georgia, helping insurance agencies and brokerages increase their value and perpetuate internally. Through their extensive work with independent agents and brokers, Tom and Brian have uncovered:
- Four pillars of perpetuation
- The most important investment you can make as an independent insurance agency owner
- A simple formula that will help determine the health of your agency’s balance sheet
- Easy-to-implement strategies focused on agency valuation and leadership development
- Simple steps you can take to effectively plan for your agency’s future
- Some of the biggest obstacles to perpetuation
They’ll share all of this, and more in this information-packed, 60-minute webinar.
