The challenges of agency continuation and perpetuation are always hot topics for owners and would-be owners. As vice president of education for the Florida Association of Insurance Agents (FAIA), I have received hundreds of calls over the years about agency perpetuation. Members call wanting to know how to prepare for this major transition in their lives, where to find buyers and sellers, and what options should be considered.
In response to these questions, we hosted a series of clinics about the process, featuring four nationally renowned speakers from InsurBanc, MarshBerry, Hales & Company, and Reagan Consulting. We asked those experts to compile a top ten list of tips for those whose plans for the new year include a change in agency ownership.
Tip #1
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