As your partner in growing your business – we also want to be there to be your partner in turning your business over to the next generation. Here are just a few of the ways that we can help you make sure your transition is a smooth one.
- Contract Audits. We can go through your current contracts with carriers to ensure you are contracted properly to ensure your renewals will continue
- Operational Support. We have a team of professionals that can assist you and your staff to ensure you have the most up-to-date operational systems and that they are in sync with the industry.
- Valuing your Business. To properly value your business takes several steps and can cost thousands of dollars. Let us show you the steps you can take now to prepare for a proper evaluation.
- Road-to-Retirement. Let us help you in setting aside funds each quarter for your retirement. We will deposit funds into your account after every benchmark of 50 apps.
Our main goal at Senior Marketing Specialists is to help agents succeed as they enter this market and also to ensure a proper and successful retirement from this business. You’ve worked your whole life to make sure your business is a success and we want to do everything we can to keep that going for you!