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How to Exit an Independent Insurance Agency

A Guide for Insurance Agents

Start laying the groundwork for a smooth succession, no matter how far in the future it may be


If you’re reading this, you may have started thinking about selling your agency or handing the reins to someone else. Planning and acting ahead of time are vital for you to get the best possible price if selling, and a smooth transition if you are stepping back from leadership.

Download this guide and find out how to properly plan a transition, following the example of the great Steve Jobs. Learn how to calculate the value of your agency - and how to increase it quickly in a matter of years. Think about your brand and the value it has.

This guide includes insights and guidance about:

  • 5 Lessons on Insurance Agency Succession

  • How to Determine Your Insurance Agency's Value

  • The Value of Your Brand

Planning adequately ahead of time can make you a lot of money in the future, and ensure your agency keeps running like clockwork long after you’ve retired to pursue your hobbies, and we’re here to tell you how.

eBook - How to Exit an Independent Insurance Agency