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Posts tagged Succession Planning
Planning Ahead: Insurance Agency Succession Planning Through Internal Perpetuation

Successfully transitioning your agency to the next generation can be an incredibly rewarding experience—but it also comes with challenges. Whether you’re transferring ownership to family members or a trusted management team, effective insurance agency succession planning requires a well-structured approach. From valuations to financing and timelines, INS Capital Group knows insurance agency perpetuation planning is about far more than just naming a successor.

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