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Insurance Agency Ownership Perpetuation

Total Credits: 1 including 1 CE Credit

Average Rating:
Reagan Consulting Guides to Training and Perpetuation
Professional Development |  Professional Development - Agency Management
Tom Doran
1 Hour 15 Minutes
Access for 30 day(s) after program date.

Audience: For the Agency


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


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.


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

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

TX - This course is approved in TX for 1 hr CE - Course#112447



Overall:      4.3

Total Reviews: 19


Lum E - Beaumont, Texas

"Excellent presentation!"

Earle H

"very good course "

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