Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters
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Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters
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About this listen
#AgencySuccessionPlanning #IndependentAgencies #BuildYourLegacy
🔒 Who takes over your agency if something happens to you?
In this episode of Build Your Legacy: Insurance Edition, we explore why succession planning is essential for every independent insurance agency.
✅ Solo Owner Considerations – What happens if your spouse doesn’t work in the business?
✅ Partnership Triggers – What to know if your business partner passes away.
✅ Operational Access – The importance of admin rights, bank account access, and licensing.
✅ Financial Protection – Avoiding a fire-sale and preserving your agency’s value.
✅ Emergency Support – How partners like SIA of NC can step in to keep operations running.
This is more than a business decision—it’s a legacy move.
Learn more at www.siaofnc.com or contact us at podcast@siaofnc.com
🎧 Listen on YouTube, Apple Podcasts, Amazon Music, Spotify, and all major platforms.
📩 Have topic suggestions? Email us at podcast@siaofnc.com
#AgencySuccessionPlanning #InsurancePodcast #IndependentAgencies #LegacyPlanning #InsuranceBusiness #ContingencyPlanning #BuildYourLegacy #SIAofNC