Succession Planning - Why Every Agent Should Pay Attention

Let us help you build your business correctly, with the right contracts, the correct business model, legal agreements, and systems. It’s never too late to start the process, but the earlier in your career you address it, the easier it will be when the time comes for change.

Request a Succession Planning Consultation today to find out more about how to ensure your hard work, sweat, blood, and tears become a lasting legacy.

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Helping Good Advisors Become Prosperous Business Owners.

Our culture of caring, connection, education, and loyalty—bound together with our expertise on systems, processes, industry education, and business strategy brings our agents a level of support they can rely on from the day they pass their insurance exam to the day they retire.

Take Advantage of Our Expertise

We have helped facilitate the transfer of thousands of customers, whether it be a book of business transfer between agents, the sale of an entire agency, or simply the sale of a single line of business. We know what it takes to align your processes and business systems to make future transitions seamless and headache free.

Don’t settle for good, decent, or adequate when we can help you achieve ‘the best’ when it comes to a productive business. With total business support offering time-tested strategies and dedicated teams to help you at every step along the way, we can help you hit your goals and set new ones you never dreamed possible.

Get More Details Here

Senior Marketing Specialists

801 Gray Oak Drive, Columbia, MO 65201 | (800) 689-2800 | contact@smsteam.net