Insurance Agency Perpetuation Planning; Moat Associatess


Making plans for perpetuating the family business can seem daunting when it is the succession of an insurance agency at hand; however a perpetuation plan for successful business continuity is easy to being.

If you don’t have the time or the inclination to develop even a simple plan for the perpetuation f your business and it’s successful succession, then understand this. A plan of some sort for the end of your insurance business already exists. You may not like it, or how it deals with you, your family or your preferred employees, but it will do so. And, in the absence of your wishes the results can devastate your insurance agency and its value. So, get started in the morning over your coffee – it is that easy

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Doug Moat
Moat Associates, LLC

Douglas. Moat has over 45 years experience in insurance and financial services – property & casualty... View Profile »

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