Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters

27/03/2025 12 min Temporada 2 Episodio 35
Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters

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Episode Synopsis

#AgencySuccessionPlanning #IndependentAgencies #BuildYourLegacy🔒 Who takes over your agency if something happens to you?In this episode of Build Your Legacy: Insurance Edition, we explore why 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.Learn more at www.siaofnc.com or contact us at [email protected]🎧 Listen on YouTube, Apple Podcasts, Amazon Music, Spotify, and all major platforms.📩 Have topic suggestions? Email us at [email protected]#AgencySuccessionPlanning #InsurancePodcast #IndependentAgencies #LegacyPlanning #InsuranceBusiness #ContingencyPlanning #BuildYourLegacy #SIAofNC

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