Oregon Mutual and Leadership Transitions LLC have partnered to provide Continuing Education that helps agents prepare for their own succession and to initiate similar discussions with our customers.
How to guide your agency through succession planning (transition planning) to assure continuity for your customers and financial benefits for you.
Continuing Education for
Oregon Mutual Agents
Transition Planning Overview
About the Process
Worksheet
Useful Definitions
Opportunities Ahead
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.
CRITICAL DATES:
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