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?
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?
For my guys and gals who have narrowed down the retirement possibilities and want to sell, we need to talk about something really important: your book's value. So, today we're going to help you…
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…
[Case Study] Everything You Need to Know About Selling Your Insurance Business
Steve Hughes just turned 72 and has sold insurance for over 45 years. As of 2019, he is officially retired and has sold his book of business to his FMO, New Horizons Insurance Marketing. "You can't…
