Description

Key areas of focus for Perpetuation Planning In this webinar we will look at the key decision areas that an agency owner needs to focus on when establishing a perpetuation plan, The topics will range from, your key priorities as an agency owner, the importance of time, defining your involvement with that agency after transition, qualities for a strong successor, mentoring the next agency owner, funding a transition, and much, much more. You will leave with practical take-aways that you can consider as you plan for your agency’s future.  1 hour P&C pending DOI approval.