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…
How 3 Medicare Agents Handled Selling Their Book of Business
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
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?
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 do I deal with this tax mess?
