Episode #57: Succession Planning: Protecting Your Agency's Legacy
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Episode #57: Succession Planning: Protecting Your Agency's Legacy
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About this listen
Your agency is your legacy—but can you pass it on to the people you trust most? The answer is yes. In this episode, we dive into how to pass your agency to family or key employees, why it matters for your succession plan, and real-world examples of successful transitions.
From family ownership to key employee buyouts, we share what works, what to watch out for, and how to make sure your agency thrives in the next generation.
Listen now and start shaping the future of your independent agency.
#insurance #siaofnc #insuranceeditionpodcast #buildyourlegacy #agencyperpetuation #successionplanning #independentagency #agencygrowth #insurancepodcast #legacyplanning
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