Insurance Agency Ownership Perpetuation
Total Credits: 1 including 1 CE Credit
- Average Rating:
- 4.3
- 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.
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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
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (0.90 MB) | Available after Purchase | ||
| Course Outline (72.5 KB) | Available after Purchase | ||
| Course Outline | Available after Purchase | ||
| Insurance Agency Ownership Perpetuation_slides | Available after Purchase |
Faculty
Tom Doran Related seminars and products: 2
Senior Vice President & Principal Reagan Consulting
Dates
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Wed, Aug 12, 2020 - 02:00p to 03:15p EDT
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Wed, Sep 09, 2020 - 02:00p to 03:15p EDT
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Wed, Oct 14, 2020 - 02:00p to 03:15p EDT
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Wed, Nov 11, 2020 - 02:00p to 03:15p EST
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Wed, Dec 09, 2020 - 02:00p to 03:15p EST
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State Specific Details
State Approval Information DetailsOH- 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
Reviews
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Overall: 4.3
Total Reviews: 19
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