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Keyword: Succession planning

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Insurance industry must step up succession planning efforts

Less than one-third of advisors have continuity plans, according to research from FP Transitions

a woman entering a door of unknown mystery

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

Businesswoman using laptop in office

Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done

hands passing the baton, business and sports, business succession

Don’t leave your dependents in the lurch

What happens to the business?

You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan

hands passing the baton, business succession theme

While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned

hands passing the baton, business and sports, business succession

Clarity from firms on available options may be the key to change

hands passing the baton, business succession theme

Report says the majority of family business transfers fail

  • By: IE Staff
  • April 9, 2019 October 31, 2019
  • 14:04
middle-aged man celebrating birthday with friends

Few owners have a formal written succession plan

businessman analyzing investment charts with laptop

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain