Perpetuation Planning

Minnesota Independent Insurance Agents & Brokers (MIIAB) 2014 Convention, Minneapolis Convention Center, Minneapolis, MN

Perpetuation planning can be a key component to your financial security and prosperity, whether you are growing an agency or planning for retirement. The leading edge of the baby boomer generation turns 68 this year. Are you ready for the opportunities and changes that are coming? A successful perpetuation plan takes planning, business perspective, and solid execution. This presentation will provide attendees with practical tools to address issues, opportunities, and pitfalls unique to perpetuation planning with insurance agencies. (2 CE's Approved)