Who takes over your agency if something happens to you?
In this episode of Build Your Legacy: Insurance Edition, we explore why agency succession planning is essential for every independent insurance agency.
- Solo Owner Considerations – What happens if your spouse doesn’t work in the business?
- Partnership Triggers – What to know if your business partner passes away.
- Operational Access – The importance of admin rights, bank account access, and licensing.
- Financial Protection – Avoiding a fire-sale and preserving your agency’s value.
- Emergency Support – How partners like SIA of NC can step in to keep operations running.
This is more than a business decision—it’s a legacy move.
Listen on Your Favorite Platforms:
This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
Learn More:
Visit SIA of NC to explore opportunities for independent agencies.
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. Learn more about the SIAA Model: SIAA Model | Insurance Agency Network & Alliance | SIAA
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