DiscoverOn Life With HelenSuccession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin
Succession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin

Succession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin

Update: 2025-04-15
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Do you have everything in place in your business if — God forbid — you don't make it home tonight?


In today's episode, we are joined by one of Helen's mentors and a true giant in the insurance space, Craig Gussin. Craig is a seasoned health insurance agent based in San Diego and the co-founder of Retire with Renewals, a company created to help retiring agents plan their business transition and ensure their clients continue receiving care. He also helps media and consumers understand insurance through Auerbach & Gussin, where he serves as President and CEO.


Listen to episode 66 of On Life With Helen to learn how Craig helps agents to be ready for the unexpected, why every agent should be incorporated, and why he believes succession planning is way more than a handshake — it's a lifeline. You'll also hear about the real-world impact of staying connected through trusted associations, why Helen and Craig feel community service isn't just a value — it's the heartbeat of what they do, and much more.


In This Episode, You Will Learn:

  • Craig shares the story of how Retire with Renewals was born (6:30 )
  • Why most agents and business owners delay succession planning — and why they shouldn't! (13:20 )
  • You might find your successor in the most unexpected places (18:00 )
  • Why our industry must attract and mentor young agents (21:40 )
  • Working with agents that are "plugged" matters more than ever (25:50 )


Connect with Craig Gussin:


Let's Connect!


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Succession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin

Succession Planning. Guaranteeing the Success of a Business That'll Outlive You, with Craig Gussin