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(HYBRID) Legacy Blueprint: Crafting Tomorrow's Insurance Agency Today-- Perpetuation Workshop (Agency Owners)

January 24, 2024 7:30 AM - 12:00 PM (CST)

Description

Goal: To inspire, educate, and equip agency owners to embrace the importance of planning now for the future generations of their agency ownership.

Speakers:

Dave Tralka - InsurBanc: financial funding
Carey Wallace - Agency-Focus: perpetuation planning and valuations
Trevor Henson & Adam Marshall - Barrow & Grimm: legal aspects of agency transition
Sara Bradshaw Ray - BIGiOK: workshop facilitator and leadership focus

Session Title: Legacy Blueprint: Crafting Tomorrow's Insurance Agency Today

Approved for 4 hours of General CE in OKLAHOMA for P&C Licenses.

In an industry where evolution is as certain as change, the passing of the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only explore the compelling reasons behind succession planning, but you'll also leave with a blueprint for executing it flawlessly.

Key takeaways include:

Legal Labyrinth: Navigate the legal intricacies of transitioning with confidence and compliance.

Valuing Virtue: Understand the dynamics of agency valuation and how to assess worth in an ever-changing market landscape.

People Power: Master the human element of succession including traits and training needed for the future leaders who will steer the ship, how to ensure alignment and buy-in at all levels.

Funding Frontiers: Discover the avenues and resources available to financially empower your agency's perpetuation plan.

Process Protocol: Chart out a systematic, step-by-step approach for a smooth transition that safeguards the agency's legacy.

Join us to ensure that your agency's legacy is not just preserved, but also primed for prosperity. Equip both senior leaders and the next-gen dynamos with the tools, tactics, and insights to usher in a future filled with growth and success.

Registration Closes: Registration closes at 5pm CST on January 22nd.

Time

January 24th - (morning) 8:00 - 12:00 (7:30 - 8:00 coffee and light breakfast snacks for those in person)

Location

HYBRID

If joining us in person, our address is:

Independent Insurance Agents of Oklahoma- 9417 N Kelley Ave, Oklahoma City, OK 73131

If joining us online, you will receive a personalized link to GoToWebinar prior to the class.

Pricing

Refunds/Cancellation:

Cancellations made 45 days or more in advance of the event date will receive 100% refund.
Cancellations made within 30-44 days of the event, will receive a 50% refund.
Cancellations made 8-14 days prior to the event, will receive a 25% refund.
Cancellations made within 7 days of the event are non-refundable.
- Event cancellation policies are subject to change- Please reach out to us if you need to change your registration.

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Contact Information

Name: Sara Bradshaw Ray
Phone: (405) 880-2920
Email: Sara@bigiok.com

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(HYBRID) Legacy Blueprint: Crafting Tomorrow's Insurance Agency Today-- Perpetuation Workshop (Agency Owners)

January 24, 2024 7:30 AM - 12:00 PM (CST)

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(HYBRID) Legacy Blueprint: Crafting Tomorrow's Insurance Agency Today-- Perpetuation Workshop (Agency Owners)

January 24, 2024 7:30 AM - 12:00 PM (CST)

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