As you prepare for retirement, it’s important to consider a business succession program that will help ensure a smooth transition for your clients and business. By implementing a succession plan, you can ensure that your clients will continue to receive the same level of service and coverage they have come to expect from you, even after your retirement.

A business succession program includes the following elements:

1. Planning for Retirement: share with us the timing of your retirement
2. Identifying a Partner: we will ensure a smooth transition of your clients
3. Client Communications: communication plan to notify clients of your retirement and introduce them to One Insurance Agency
4. Client Transition Plan: ensure that clients receive the same level of service and coverage after your retirement.
5. Employee Retention: to retain any employees who may be impacted by your retirement.

By implementing a business succession program, you can ensure a smooth transition of your clients and business to One Insurance Agency, while also providing peace of mind for yourself. We will develop a comprehensive plan that will help ensure the continuity of service and coverage for your clients after your retirement.