As an insurance agent, you need to be assured that one of your greatest assets will be handled correctly when you pass. A 'death and transition plan' is a critical part of the process of preparing for the future of your company after your death. Death is the only certainty in life. A Death and Transition (D&T) Plan is the method to ensure that you and your family are prepared for the inevitable.
Important questions to ask yourself…
Do my successors know my expectations and desires for the future of my company upon my death?
Will the carriers I sell products for make sure my family receives 100% of the value of my business?
Do my loved ones know how to evaluate and sell my business?
Does anyone in my family know how much the company owes me each month and how to track it?
Does my significant other know who owes money to the business and who the business owes?
Reflecting upon and anticipating the state of your business after your death is a necessary and critical part of managing your business. Developing a 'death and transition' plan is the most important thing you can do for your family.
SAMM Staffing & Consulting will prepare a D&T plan to guide your loved ones in the event of your death. Transition is OUR business. We specialize in successfully selling Insurance Agencies and Books of Business throughout the country. We help Sellers and Buyers overcome anxieties and pitfalls that often derail agency sales.
Advantages of using SAMM Staffing & Consulting
NO "WHAT IF's" here….we simply gets results and while planning for the inevitable.
Why? Because planning for the future isn't just about YOU….that's why SAMM CONSULTING now offers a tailored and customized transitional plan that would be available to those who are left behind in the event your untimely death. This roadmap is a service developed as part of our business to assist your loved ones with instructions and processes to eliminate the guesswork in handling affairs after your death.
Our Proven Track Record Speaks for Itself!
Leading Expert in Buying and Selling Insurance Agencies with over $50M in Sales Premium in 2013
Proven Track Record Closing Deals - Mergers & Acquisitions