Special Bundle Discount - Click Here
Image of Insurance Agency Ownership Perpetuation
Live Webcast

Insurance Agency Ownership Perpetuation

Total Credits: 1 including 1 CE Credit

Average Rating:
   4.1
Bundles:
Reagan Consulting Guides to Training and Perpetuation
Category:
Professional Development |  Professional Development - Agency Management
Faculty:
Tom Doran
Duration:
1 Hour 15 Minutes
License:
Access for 30 day(s) after program date.
View Demo Save for Later  Add to Cart »

Audience: For the Agency

Description

National expert Tom Doran, Principal at Reagan Consulting, shares the results of their research into agency perpetuation plans, including both external and internal transitions.  Learn how to maximize your agency value for transfer, develop internal buyers, plan for financing and prepare for transferring ownership. This program makes a good companion with Recruiting and Developing Young Producers, also on ABEN.



Target audience:  Agency owners and buyers.

Course Materials

Course Outline Available after Purchase
Insurance Agency Ownership Perpetuation_slides Available after Purchase
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (0.90 MB) Available after Purchase

Faculty

Tom Doran's Profile

Tom Doran Related seminars and products: 2

Senior Vice President & Principal Reagan Consulting

Tom Doran has been with Reagan Consulting since its founding and is a partner of the firm. Tom's areas of expertise include merger and acquisition representation, agency valuation, ownership perpetuation planning, agency valuation enhancement and strategic planning facilitation.
 
Before joining Reagan Consulting, Tom was a consultant with Hales and Associates, and worked in the computer industry, both as a software developer and as a management consultant.
 
Tom is a regular contributor to Reagan Consulting's industry studies and is frequently published in various insurance industry publications. He also speaks on a regular basis to industry trade groups and associations on a wide variety of topics concerning the insurance distribution system.
 
Tom holds an undergraduate degree in Computer Information Systems and an MBA from Georgia State University. He currently maintains the Series 63 and 79 FINRA Registrations through Reagan Securities, Inc., the affiliated FINRA-registered Broker/Dealer of Reagan Consulting, Inc.
 

Dates

Wed, Nov 13, 2019 - 02:00p to 03:15p EST
Wed, Dec 11, 2019 - 02:00p to 03:15p EST
Wed, Jan 08, 2020 - 02:00p to 03:15p EST
Wed, Feb 12, 2020 - 02:00p to 03:15p EST
Wed, Mar 11, 2020 - 02:00p to 03:15p EDT
Wed, Apr 08, 2020 - 02:00p to 03:15p EDT
Wed, May 13, 2020 - 02:00p to 03:15p EDT
Wed, Jun 10, 2020 - 02:00p to 03:15p EDT
Wed, Jul 08, 2020 - 02:00p to 03:15p EDT
Wed, Aug 12, 2020 - 02:00p to 03:15p EDT
Wed, Sep 09, 2020 - 02:00p to 03:15p EDT
Wed, Oct 14, 2020 - 02:00p to 03:15p EDT
Wed, Nov 11, 2020 - 02:00p to 03:15p EST
Wed, Dec 09, 2020 - 02:00p to 03:15p EST

State Specific Details

State Approval Information Details

OH- This course is approved in OH for 1 hr CE - Course# 41060

TX - This course is approved in TX for 1 hr CE - Course# 95811

NJ- This course is approved in NJ for 1 hr CE - Course#88895938

GA - This course is approved in GA for 1 hr CE - Course#52372


Reviews

5
4
3
2
1

Overall:      4.1

Total Reviews: 13

Comments

Lum E - Beaumont, Texas

"Excellent presentation!"

Earle H

"very good course "

Please wait ...

Back to Top  
;