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

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Doug Moat, Moat Associates, LLC | Attorney Advertising

Written by:


Moat Associates, LLC on:

Readers' Choice 2017
Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*By using the service, you signify your acceptance of JD Supra's Privacy Policy.

Already signed up? Log in here

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.