Episode #36: Perpetuation Planning: Beyond the Why
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Episode #36: Perpetuation Planning: Beyond the Why
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About this listen
#InsurancePerpetuation #AgencySuccession #InsuranceLegacy
🧩 Is your insurance agency ready for the future?
In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before it’s too late.
✅ Why agencies fail to plan—and how that costs them
✅ Key factors that determine your agency’s true value
✅ How to prepare your agency for sale or internal succession
✅ What buyers look for and how to stay in control of your exit
✅ Creating transparency through financials and operations
Whether you're five years from retirement or just thinking ahead, the best time to start planning is now.
📌 Subscribe for more strategic insights to help you build and protect your insurance agency legacy.
🎧 Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
📩 Have questions or topics you'd like us to cover? Email us at podcast@siaofnc.com
🌐 Learn more: www.siaofnc.com
#IndependentAgencies #InsuranceSuccession #BusinessLegacy #InsurancePlanning #ExitStrategy #BuildYourLegacy #InsuranceBusiness #insurance