#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 podcast@siaofnc.com 🎧 Listen on YouTube, Apple Podcasts, Amazon Music, Spotify, and all major platforms. 📩 Have topic suggestions? Email us at podcast@siaofnc.com #AgencySuccessionPlanning #InsurancePodcast #IndependentAgencies #LegacyPlanning #InsuranceBusiness #ContingencyPlanning #BuildYourLegacy #SIAofNC

#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 accoun...

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