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5 keys to succession planning for agency owners

A career spent serving clients yields these five lessons on agency ownership and perpetuation.

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Insurance agents often spend their 20s producing, their 30s managing, their 40s becoming owners, and their 50s and early 60s exiting their agency. (Shutterstock) Insurance agents often spend their 20s producing, their 30s managing, their 40s becoming owners, and their 50s and early 60s exiting their agency. (Shutterstock)

I suspect if you are the average age of an insurance agency owner (now pushing 60, according to industry reports), you’ve had your share of “lessons learned.”

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