📌 Episode: Contingency Planning for Insurance – Strategic Agency Succession Tips
Is your insurance agency prepared for the unexpected? 😬
In this episode, Kelly Donahue-Piro shares why contingency and perpetuation planning is critical for long-term agency success. Many agencies operate without a “Plan B,” leaving them vulnerable in times of crisis or transition. Don’t let that be your agency!
✅ What you’ll learn in this episode:
🔹 Emergency Perpetuation:
– What happens if an agency owner becomes disabled or passes away
– Why key person insurance, agency valuation, and buy-sell agreements matter
– How to protect your agency and your family with the right legal and financial tools
🔹 Structured Perpetuation:
– Planning for retirement with intention, not guesswork
– Options for selling your agency (private equity, family, internal leaders)
– The value of staging your exit and getting a valuation every 3–5 years
💡 Kelly emphasizes that a well-structured perpetuation plan can increase your agency’s value and ensure a smoother transition—no matter the circumstance.
🎯 If your agency doesn’t have a plan, it could be your biggest weakness. Get the insights and referrals you need to start building a smart strategy today!
💬 Have questions or need help planning your succession? Drop a comment or connect with us—we’re here to help!
🔥 Check Out Our Latest Blog: Step-by-Step 2026 Business Plan for an Insurance Agency Guide
🎉 Get Your FREE Top Reports To Review Monthly In Your Agency
🚀 Introducing 2026 Annual Strategic Planing
📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now
🤝 We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
🚀 Book your slot now for our Q4 Live Virtual Training starting October 9, 2025, featuring Time Management, Leadership Development, and Sales Training!
