Perpetuation Planning Crash Course - Feb. 18, 2026 - Online

Description

ATTENTION: PLEASE ENTER YOUR EMAIL ADDRESS IN THE "YOUR CONTACT INFORMATION" BOX BELOW AND CLICK "GO" TO VERIFY YOUR MEMBERSHIP. (YOU DO NOT NEED TO LOG IN.) IF YOU BELIEVE YOU ARE A MEMBER AND IT DOES NOT ALLOW YOU TO REGISTER AFTER ENTERING YOUR EMAIL ADDRESS, PLEASE CONTACT OUR OFFICE.

Instructors: Jeff Smith, Craig Niess, Jarod Steed

Participants will gain a practical, foundational understanding of perpetuation planning for independent insurance agencies. This course will cover the critical importance of emergency buy-sell planning, as well as preparing for internal and external perpetuation options. Attendees will learn how to assess readiness, mitigate risk and position their agency for a smooth ownership transition that protects enterprise value, staff, clients and legacy.

Approved for 1 general CE credit in Mo.

To receive CE credit, each attendee must be registered.