Licensed insurance agents spend their careers helping others prepare for the future. They guide clients through life’s uncertainties, protect their families, and help them ensure their financial security. But when it comes to their own business, how prepared are they?
Key takeaways
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- Succession planning protects the long-term value of your agency or individual book of business.
- Surveys of agents and principals conducted by LIMRA and Nationwide underscore the urgency of documenting operations and preparing successors now.
- Planning ensures consumers, your team, and your business legacy are secure, no matter what happens next.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
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