Copyright © 2013 Use of this website subject to Terms and Conditions7041 Koll Center Parkway Suite 290 Pleasanton, CA 94566
Toll Free: 800-772-8998 Fax: 925-484-6014
A recent survey conducted by Channel Harvest Research and Insurance Journal indicates that a majority of agency owners are concerned about how to perpetuate their firm, yet fewer than 20% of those surveyed reported they had a formalized, written perpetuation plan in place. Why the disconnect?
Many agency owners, despite expressing concern about the future of their agency, their employees and their clients, simply don’t know where to start in putting in place a plan that will be triggered upon their death, retirement or disability. We can help!
Join us for an informative webinar, Best Practices--Business Perpetuation and Management Succession, led by one of the nation’s top agency management consultants. Sherri Stein, CPCU, CIC will be joined by Larry Morrison, CBA, CMA, ChFC, AVA, CLU, MBA, Business Transition Network, Inc. and Gary Jacobson, J. D., Vander Wel, Jacobson & Kim, PLLC. Each of the speakers is recognized nationally for their expertise in subjects vital to the well being of Independent Agencies and have conducted numerous seminars on these topics throughout the U.S. over past years.
You owe it to yourself, your family, your staff and your customers to make sure a plan is in place.
The first of three sessions will be held on Wednesday, June 22, 2011. For more information or to register for the webinar, click here.
 2011 Survey of Agent-Carrier Relationships