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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Agency perpetuation
A smart perpetuation plan
This resource kit discusses different options you can use when developing your agency perpetuation plan. 4 pages
Who will take ownership
A discussion on why agencies should have a perpetuation plan including some important steps to consider when creating such a plan. 2 pages
Ten steps to an internal perpetuation game plan
Provides helpful steps to consider when determining if an internal agency perpetuation plan is right for your agency. 4 pages
Your agency’s strategic business plan—‘by failing to prepare, you are preparing to fail’
This document discusses the importance of having a strategic business plan for your agency and key topics to be included when developing your agency’s plan. 4 pages
10 rules for family-run businesses for minding your business
Ten fool-proof rules to follow for a well-run family business. 2 pages
Transition planning: don’t ‘wait and see’—the future is closer than you think
This resource kit discusses the importance of developing a timeframe and plan for perpetuation to ensure the greatest return when you turn over ownership. 3 pages
Everything’s relative—do your children have the right stuff?
This resource kit discusses things to be considered when deciding whether to perpetuate your agency to children or relatives. 4 pages
Is your agency at risk? Vulnerability, operating profitability and perpetuation are the great concerns
This resource kit discusses areas of concern for agents when it comes to agency vulnerability, operating profitability and perpetuation. 2 pages
Plan on it! Develop your exit strategy sooner rather than later
Key tips on how to plan well in advance of your anticipated agency exit to ensure your personal and business goals have been met. 2 pages
Make sure it’s a good plan—prepare your agency for a successful transition
This resource kit discusses the importance of sound business planning for the near-term and the long-term. 3 pages
Bring youth into your agency
This resource kit discusses how to bring young employees into the agency setting and ensure their success. 1 page
Agency perpetuation: the inevitable endgame
This resource kit discusses the importance of having a perpetuation plan in place in advance to ensure your wishes are met for your agency. 3 pages
The millennial falcon
This resource kit discusses pitfalls to avoid while trying to attract young and diverse individuals into the insurance industry. 2 pages
Reach the next generation—take advantage of the opportunities
This resource kit offers strategies for identifying future clients and making changes in marketing and hiring to stay relevant in the future insurance marketplace. 2 pages
Get your ducks in a row—10 mistakes owners make when selling an agency
Selling your agency is a big decision. This document lists the most common things agents don’t do but should do to be prepared. 2 pages
Funding a deal—it’s important to make sure financing is in place before approaching a potential acquisition target
A discussion on why it is important to take time to consider your funding strategy up front when embarking on a strategic acquisition program. 2 pages