12 Exit Planning FAQs: Money, Options, Timing, & More
Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…
Selling Your Medicare Book of Business: An Interview with Debbie Deane
Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…
Selling Your Medicare Book of Business: An Interview with Steve Cooke
We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.
Selling Your Medicare Book of Business: An Interview with Dianne Phillips
As you may already know, we've kicked off a series of short videos showcasing recent acquisitions over the last few months, some maybe in the last couple of years. These are agents ready to retire or…
Selling Your Medicare Book of Business: An Interview with Violet Taul
Hey, guys! This is John Hockaday. We've launched a series of short videos discussing recent acquisitions over the last few months and even a couple of years.
Selling Your Medicare Book of Business: An Interview with Dan McBrayer
We are excited to present a new video series where John Hockaday interviews agents who have recently sold their book of business. You will gain insights into their decision-making process as well as…
6 Practical Ways to Increase Value in Your Insurance Business
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
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
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
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…
