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There is so much to consider with an agency perpetuation plan: agency value, buy/sell agreement, agency ownership, internal, external, planned retirement, sudden death, and they are all important to prepare for as part of the plan of the agency life cycle.

Quick Links - Perpetuation Related Articles from the Big "I" Virtual University 

Free Recorded Webinar Provided courtesy Young Agents and InsurBanc

Additional Articles More Information To Aid Your Planning Process

 Links provided courtesy Reagan Consulting, Inc.

Links provided courtesy InsurBanc

Perpetuation Consultants Guidance to take you to the next level of planning

The Future of the Industry Is In Your Hand Be involved.

  • Invest: A school to work program to support high school and college instructors with teaching insurance curriculum as well as supporting job shadow days, offering scholarships, internships and industry careers.
  • Young Agents: Agents 40 years of age and under who are the future leaders and agency owners. Support Young Agents in your agency and state.


Top Five Challenges For Agents 
In agencies with revenues 2.5-5.0 million their #5 issue was "Perpetuation planning."
In agencies with revenues 5.0-10.0 million their #1 issue was "Internal Perpetuation."
In agencies with revenues 10-25.0 million their #1 issue was "Perpetuation planning to ensure continued private ownership."

Perpetuation planning is a significant challenge as some firms are struggling to balance the financial demands of funding perpetuation while also trying to grow. As expressed by one
executive, buying out older partners is “constraining our investment capital and costing us opportunities we could be taking advantage of right now in the marketplace.”
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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