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Ready to plan your legacy?
Building your legacy doesn’t start when you’re ready to retire. It starts now — we can help because our entire business is dedicated to your entire business!
Succession planning is a process for identifying and developing new leaders who can replace the old leaders when they leave, retire, or die. In business, it 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.
Our culture of caring, connection, education, and loyalty bound together with our expertise on systems, processes, industry education, and business strategy brings our agents a level of support they can rely on, from the day they pass their insurance exam, to the day they retire.
We can help you grow your business and build your legacy from day one.
I am totally pleased with the process of the sale. The evaluation and actuarial assessment of the book of business by SBS was done very accurately and expertly by seasoned veterans of the insurance industry. The management is very experienced in agency acquisition. SBS is my choice to continue to serve my clients. They were very helpful to us in the transition. I feel they are a very qualified management team with the ability and personnel necessary to do the job seamlessly. Thank you SBS Team!!
No one entering this business will be in it forever.
Whether you’re 19 and this is your first career, or it’s your 3rd career and something to do after early retirement from another profession. Setting up your business in the correct way early on is key in protecting your renewals, your clients, your income, and the value of your business should you sell or the potential income you leave behind if you pass away.
You can do 99% of the ‘things’ correctly and that 1 item left behind inhibits it all.
Let us help you build your business correctly, with the right contracts, correct business model, legal agreements, and systems. It’s never too late to start the process, but the earlier in your career you address it, the easier it will be when the time comes for change.
I embarked on a project to convert my individual production to an agency and add a down line agent. The team at SMS was extremely helpful and walked me through the whole process. They also kept track of all the open contracting issues and continued to follow up until everything was finalized. Outstanding customer service.
~ Linda D.
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Through our Acquisition Pathways program, you can feel confident that your clients are taken care of. Feel at ease that we’ll manage your book of business with the same integrity you would, and feel relaxed knowing you can enjoy retirement while we do the work.
Through our Acquisition Pathways program, you can feel confident that your clients are taken care of. Feel at ease that we’ll manage your book of business with the same integrity you would, and feel relaxed knowing you can enjoy retirement while we do the work.