Over the years, you have worked hard to build a practice that has given you a great deal of personal and professional success. It’s now time to make sure that your hard work will continue to pay off, even when you are no longer around.
Read the NAIFA Action ReportOur industry is headed towards the perfect storm. It's time to take action and ensure we gracefully transition existing practices and support next generation advisors.
of advisors don't have a succession plan
of advisors don't have a continuity plan
of life agents are exiting the business
potential NAIFA-Texas opportunities
Regardless if you are growth or succession-oriented, spending time on educating yourself on creating an effective plan now will result in innumerable benefits for you and your clients—now, and in the years ahead.
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