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Bank NameAccount No: 0000 1400 1211IFSC Code: 00001321Branch Address
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Help Your Business Owner Clients Protect Their Legacy

Zoom

11:00 am to 12:00 pm
02/25/2026

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Insurance Advisors Direct

800-381-0977

info@iadbrokerage.com

www.iadbrokerage.com

Organizer's other events

As an insurance professional, you know your business-owner clients face a challenge many avoid: how to transition their business when they step away. Join us for an exclusive webinar, with special guest, Alan Roman JD on “Business Succession Planning for Insurance Agents,” where we’ll show you how to:

  • Identify succession planning opportunities within your existing book of business. Use life insurance and annuity solutions to fund buy-sell agreements
  • Position yourself as a trusted advisor for business-owner clients