Episode #57: Succession Planning: Protecting Your Agency's Legacy
Update: 2025-08-28
Description
Thinking about the future of your agency?
In this episode, Bill and Travis break down perpetuation planning—how independent insurance agencies can transition ownership to family or key employees while protecting long-term growth.
They discuss why planning early matters, what contractual flexibility looks like, and real-world examples of successful transitions that kept agencies thriving for decades.
Don’t leave your legacy to chance—plan it.
Learn more at www.siaofnc.com
#IndependentAgencies #PerpetuationPlanning #AgencyGrowth #InsuranceLeadership #BuildYourLegacy
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