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Resources, Whitepapers, & Forms

Agent Guide

Take a more detailed look into how to prepare your business, and yourself, for the next phase of your journey.

Legacy Planning Starts on Day 1

Watch as Dan Mangus and Sadie Palmer discuss why setting your agency up for succession from the beginning is so important.

Build Success – Then Enjoy It!

Finally, an FMO that helps you build your business, grow your business and retire to enjoy the success of your business.

Benefits of Contracting as an Agency

Contracting leader Natalie Kemp is here to cover some quick benefits of contracting as an agency rather than an individual.

Succession Planning: Preparing for the Process of a Business Transfer or Sale

While each sale or transfer is different, there are some key items that usually are important to plan ahead for in every instance.

Setting Up Your Business as a Corporation

Whether you have been an agent in the field for years, or just getting started in the business, you might have questions on whether you should set up an official agency.

I May Want To Sell My Agency – What Kind of Questions Will A Buyer Ask?

We are here to help you navigate the process to make sure you can relax knowing you made wise decisions for yourself and your clients.

Succession Planning: Why Every Insurance Agent Should Pay Attention

Succession planning entails developing internal people with the potential to fill key business leadership positions or finding a company or successor to purchase the existing business when the time comes.

Year By Year Business Preparation

This whitepaper covers everything from foundational preparation for retirement to what to do the first 12 months after you retire.

Questions to Ask When Considering Buying a Book of Business

This whitepaper covers essential questions to consider when buying a book of business.

In Case of Emergency

Keep your emergency contacts and information handy with the printable flyer.

Book of Business Team Flyer

Need expert advice? Our Transition Team can help.

I May Want To Sell My Agency – What Kind of Questions Will A Buyer Ask?

We know passing your client relationships on to another person to care for is a significant decision. We are here to help you navigate the process to make sure you can relax knowing you made wise decisions for yourself and your clients.

Setting Up Your Business as a Corporation

Whether you have been an agent in the field for years, or just getting started in the business, you might have questions on whether you should set up an official agency. There are additional costs to doing this, but there are plenty of reasons why it is worth the extra investment.

Senior Marketing Specialists’ Capital Calculator

Whether you’re contemplating selling your book of business or just want to stay informed about the value of your agency, our calculator is here to help. This free tool can give you the insight you need to plan your next move.

Senior Marketing Specialists’ Capital Calculator

Whether you’re contemplating selling your book of business or just want to stay informed about the value of your agency, our calculator is here to help. This free tool can give you the insight you need to plan your next move.

Schedule your confidential discovery call today to find out more about how to ensure your hard work, sweat, blood, and tears can become a lasting legacy.

 

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