Succession Planning
Master Succession Planning for Business Growth and Transition!
Join our Succession Planning course to safeguard your business for future growth or sale. Learn essential strategies for managing disability or death, creating vital legal documents, valuing your business, and developing effective exit strategies. Discover common pitfalls in the insurance industry and gain insights to ensure your business is prepared for any transition
Your Plan to Grow Your Business
NO CONTRACT REQUIRED!
Package Includes:
Pre-Recorded Trainings
Workbook Included!
$799/ One-time Cost
PRIVATE GROUP
The Private Facebook Group give you access to Joanna, Zach and our team of subject matter experts.
Ask Questions
Get Additional Content
Brainstorm with Like-Minded Agents
Discover the topics that await you below
Why it matters: Insurance Industry Changes, Disruptions and Agent Obstacles
Commissions vs. Persistency
Industry Exit Strategies
With Additional
Grow, Protect, Exit Course Sessions to Learn From!
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MEET YOUR TRAINERS
Joanna Wyckoff
Succession Planning Training Expert
Meet our Succession Planning Trainer Joanna Wyckoff, an industry expert dedicated to helping insurance professionals navigate the complexities of business transitions. With extensive experience in succession strategies, valuation, and legal documentation, she provide valuable insights and practical tools to ensure businesses are prepared for growth or sale. Passionate about empowering agents, she guide participants through the critical elements of effective succession planning.
with Keith Nabb
Medicare Pro & Insurance Industry Veteran
Keith Nabb specializes in guiding agents through successful ownership transitions. An expert in succession planning and agency management, he helps agents maximize business value and ensure smooth leadership handovers. In this course, Keith Nabb will provide key insights to help agents secure the future of their bsuiness.
Join the Course Here!
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Terms:
This is a subscription service and will rebill monthly. There are no refunds on purchases, if you cancel your subscription, you will be simply canceling future billing, you must cancel the subscription before the re-billing date. Subscription maybe canceled at any time. Access to Private Support group does not guarantee the information shared in that group. Information offered is not warrantied. Information shared is not legal or tax advice. Information shared is for the subscriber (each license is only good for one user) only and is not meant to be shared, resold, or used for financial gain. Log in or access to information systems containing content should not be shared or abused. Medicare Mentors Media LLC reserves the right to discontinue and or remove any user at any time for any reason.
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