Your Guide to Internal Succession

Do you have a plan in place for the next generation to take ownership of your agency? Review our checklist to make sure you are prepared. It’s never too early to start preparing.

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Prepare for the Next Generation

Succession Checklist_INS (1)

 

You’ve built a successful agency, but you are looking forward to the next chapter. Preparing a plan early sets the stage for a smooth transition, simplifying your future and solidifying your legacy.

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