How to guide your agency through succession planning (transition planning) to assure continuity for your customers and financial benefits for you.
This is a program with a dual benefit for our agents:
First, it will help you prepare for you plan for your agency's future with a clear leadership transition plan.
Second, it also prepare you to offer specific succession-related products to your closely held business clients who should be planning their own leadership transition plans.
June 1-14 Read pre-workshop materials
June 15 Attend the full day CE workshop
June 16-30 Complete the course review and exam
June 30 Submit your certificate for CE credit