Senior Market Insurance Agent Blog

6 Practical Ways to Increase Value in Your Insurance Business

April 17, 2023

Agents who want to retire in the next couple of years ask us all the time: "What should I be doing now to bring more value to my book of business?"

5 Reasons to Sell Your Medicare Business to Your FMO

February 28, 2023

When you start thinking about retiring, selling your book of business is one of the best perpetuation plans. You get paid on the valuable asset you've built, and if you choose the right buyer, your…

The Best (and Worst) Times of Year to Sell Your Insurance Business

January 16, 2023

Thinking about selling your book of business? The time of year can have a huge impact on how smooth the sale goes, especially for agents who have Medicare Advantage or Part D drug plans in their…

How to Know When It's Time to Sell Your Insurance Business

December 15, 2022

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…

How 3 Medicare Agents Handled Selling Their Book of Business

August 29, 2022

Have you ever wondered what it's like to sell your book of business? Hear directly from 3 agents who have gone through the perpetuation planning process.

15 Valuation FAQs From Senior Market Agents

June 28, 2022

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

June 28, 2022

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

July 6, 2021

What's your perpetuation plan?

Tax Implications of Selling Your Insurance Book of Business

December 1, 2020

The one thing that always comes up when we talk about perpetuation planning is taxes. How do I deal with this tax mess?

How to Sell Your Insurance Book of Business Without Retiring

November 9, 2020

For those of you who might not know us, we've bought 6 books of business in the last two years.