#InsurancePerpetuation #AgencySuccession #InsuranceLegacy 🧩 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. 📌 Subscribe for more strategic insights to help you build and protect your insurance agency legacy. 🎧 Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more. 📩 Have questions or topics you'd like us to cover? Email us at podcast@siaofnc.com 🌐 Learn more: www.siaofnc.com #IndependentAgencies #InsuranceSuccession #BusinessLegacy #InsurancePlanning #ExitStrategy #BuildYourLegacy #InsuranceBusiness #insurance

#InsurancePerpetuation #AgencySuccession #InsuranceLegacy 🧩 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 tr...

Episode #36: Perpetuation Planning: Beyond the Why