15 Valuation FAQs From Senior Market Agents
When you're ready to retire or leave the business, you can sell your block of business. Your client base and renewable commission streams are valuable.
Succession Planning 101: How to Retire as an Independent Insurance Agent
Coming up with a succession plan – and ultimately a retirement plan – is one of the biggest decisions you’ll make in your life, especially as an independent insurance agent. Your book of business can…
Why Independent Agents Should Create a Perpetuation Plan
What's your perpetuation plan?
6 Practical Ways to Increase Value in Your Insurance Business
Today, we're talking about what you can do to enhance the value of your book of business.
Tax Implications of Selling Your Insurance Book of Business
The one thing that always comes up when we talk about perpetuation planning is taxes.
How to Sell Your Insurance Book of Business Without Retiring
For those of you who might not know us, we've bought 6 books of business in the last two years.
How to Sell Your Insurance Agency: Our 7-Step Process
Selling your insurance agency doesn't happen overnight. It's a long process, and for most people, they don't really know if they're ready to sell. Even agents in their 70s or 80s are questioning…
It's Time to Sell Your Insurance Business: What's It Worth?
Upcoming webinar on July 5, 2022 @ 2pm Central Time: How To Pay Less in Taxes When Selling Your Book of Business (Session 2) For my guys and gals who have narrowed down the retirement possibilities…
Now That AEP Is Over, Sell Your Insurance Business!
AEP is over! As I talk to agents, a lot of the older guys say that they don't want to go through another AEP. Now that the dust has settled from a busy fourth quarter, this felt like the perfect time…
How to Know When It's Time to Sell Your Insurance Business
When you've been building your book of business for years, or even decades, it's really hard to know when it's time to sell. You have relationships with your clients, and you've invested everything…
