
The Weight of a Promise
By: Dan Mangus
Here are a few questions for you to consider as to the “strength” of your choice.
The answer to these questions will determine whether your promises are kept after leaving your practice and turning your clients over to new caretakers. This is not a time for you to assume that the other person feels like you do. Ask the hard questions and truly listen as they express their intentions and capabilities.
Be willing to walk away from situations that may meet only part of the promise keeping capabilities needed. To truly be able to relax and enjoy your retirement, you will need to have confidence that your successor is busy keeping the promises (guarantees) you made to all parties concerned. The right person or organization is out there. Take your time to consider the weight of your promises.
Are you ready to take the next step and transition out of the industry?
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.
70% shopping rates will make this AEP a war zone. Do you have your Battle Plan ready?
Attend one of our in-person AEP Disruptions Bootcamps, or be left behind.
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