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THE WORLD’S WORST KEPT SECRET: Transition Planning In Insurance Agencies

Agencies who have Perpetuation Plans in place that will transition agency management and ownership from one generation to another often fail to properly implement the Transition Plan or do it in a way that actually hurts the perception of the agency. There is a way to complete the Perpetuation Plan with a Transition Plan that casts a positive image on the retirement of one owner and the assumption of control by another.

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