Perpetuation Planning: Beyond the Why

Is your insurance agency ready for the future? In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before it’s too late.

  • Why agencies fail to plan—and how that costs them
  • Key factors that determine your agency’s true value
  • How to prepare your agency for sale or internal succession
  • What buyers look for and how to stay in control of your exit
  • Creating transparency through financials and operations Whether you’re five years from retirement or just thinking ahead, the best time to start planning is now.

Listen on Your Favorite Platforms:

This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.

Learn More:

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SIA of NC is a Master Agency of SIAA logo. Learn more about the SIAA Model: SIAA Model | Insurance Agency Network & Alliance | SIAA

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