Monday, February 27, 2017

What's YOUR Plan?

As an insurance professional you help your clients prepare for the what ifs and the inevitables in their lives. From estate and retirement planning to business succession planning you have all of the solutions for them. So, do you exercise your own advice?

Especially when it comes to succession planning, you owe it to your clients to make sure that they will be taken care of when you are no longer in the business. Whether you retire become ill/disabled or die, what is your business succession plan?

You may still be working hard to build your practice and succession planning for your business is probably not very high on your priority list. Planning today though to protect your assets with the proper products and your business with the proper people, not only ensures that your practice will survive the future without you -- it supports the future of our industry by training younger professionals to be proficient colleagues.