What happens to your business when you retire, sell, or face the unexpected? Too many agents delay succession planning until it’s too late. This national webinar will give you a clear roadmap to protect your business, your clients, and your financial future.
Join Zach Markham, Co-President of Fidelis Consultants, Timothy Coons & Cameron Mitchell of Counxel Legal, and Garron Mattison of K&R Strategic Partners as they cover:
• Succession planning for retirement or sale
• Succession planning for unexpected events
• Tax implications and financial impact
• Legal risks and common pitfalls
This isn’t just another industry webinar—it’s a must-watch for agents who want to take control of their future and build a lasting legacy.
The information contained in this webinar is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
You should not act or refrain from acting on the basis of any content included in this webinar without seeking legal or other professional advice. The contents of this webinar contain general information and may not reflect current legal developments or address your situation. We disclaim all liability for actions you take or fail to take based on any content included this webinar.
Please note that information shared may be subject to change. Please check with your Local Sales Director for the most up-to-date information on this subject.
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