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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 eventsAs 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


