🎙️ Ridiculously Amazing Insurance Agent Podcast
📌 Episode: Contingency Planning for Insurance – Strategic Agency Succession Tips

Is your insurance agency prepared for the unexpected? 😬
In this episode, Kelly Donahue-Piro shares why contingency and perpetuation planning is critical for long-term agency success. Many agencies operate without a “Plan B,” leaving them vulnerable in times of crisis or transition. Don’t let that be your agency!

✅ What you'll learn in this episode:

🔹 Emergency Perpetuation:
– What happens if an agency owner becomes disabled or passes away
– Why key person insurance, agency valuation, and buy-sell agreements matter
– How to protect your agency and your family with the right legal and financial tools

🔹 Structured Perpetuation:
– Planning for retirement with intention, not guesswork
– Options for selling your agency (private equity, family, internal leaders)
– The value of staging your exit and getting a valuation every 3–5 years

💡 Kelly emphasizes that a well-structured perpetuation plan can increase your agency’s value and ensure a smoother transition—no matter the circumstance.

🎯 If your agency doesn’t have a plan, it could be your biggest weakness. Get the insights and referrals you need to start building a smart strategy today!

📲 Subscribe for more Ridiculously Amazing tips:
https://www.youtube.com/@AgencyPerformancePartners

💬 Have questions or need help planning your succession? Drop a comment or connect with us—we’re here to help!

🔥 Check Out Our Latest Blog: Step-by-Step 2026 Business Plan for an Insurance Agency Guide https://bit.ly/45J6c87

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