For many independent insurance agencies, keeping it “all in the family” is more than just an expression, it’s a way of business. As family owned businesses, these agencies have strong values and a sense of community with clients and employees. However, when it comes time for the next generation to take charge, switching hands can be tricky. Clients and employees alike may be resistant to any changes to the “family ways”, making for a challenging transition.

Our most recent eGuide addresses the issues around transitioning your family agency from one generation to the next. We look at the dos and don’ts of transitions, how to grow your agency, and evaluating your successes, all while staying true to your family values.

Access the eGuide here! And be sure to check out our other great eGuides and whitepapers, as well as our blog, on our resource page. Have topics you’d like to see us cover? Contact us today to share your thoughts!


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