Succession Planning: Protecting Your Agency’s Legacy

Thinking about the future of your insurance agency? Discover how to pass your agency to family or key employees and ensure your legacy continues.

In this video, we explain why perpetuation matters, how to structure the transition, and what it means for your agency’s future.

Whether you’re planning for retirement, building a family business, or empowering a trusted employee, this guide will help you understand your options. 👉 Learn how to protect your agency’s future today.

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This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.

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Visit SIA of NC to explore opportunities for independent agencies.

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SIA of NC is a Master Agency of SIAA logo. Learn more about the SIAA Model: SIAA Model | Insurance Agency Network & Alliance | SIAA

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