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Agency Journey Mapping Seminar - South Florida
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About This Seminar: Agency Journey Mapping is one of the newest offerings made available by The PIA Partnership ( Live seminars are hosted by PIA affiliate associations and the insurance companies who support independent agents by participating in The PIA Partnership. Content is provided by Al Diamond and his colleagues at Agency Consulting Group, Inc.

 Export to Your Calendar 3/18/2020
When: Wednesday, March 18, 2020
10:00 AM
Where: Central, Florida 
United States
Contact: S'Neta Benefield
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Agency Journey Mapping

Seminar Synopsis: Every agency will eventually perpetuate at the death, disability or retirement of its owners. Yet few agencies adequately prepare for perpetuation and fewer understand the principals of valuation to properly calculate their business’ value in succession or perpetuation.

This seminar will explain the means and methods of determining agency valuation based on cash flow potential and future earnings potential.

The seminar then expands to identify how agencies may plan for their own internal or external succession to achieve the goals of the perpetuator, the successor, and the staff and clients of the agency.

Join us to learn about:

  • Agency Valuation
  • Internal Perpetuation Methods 
  • External Perpetuation Methods 
  • Contingency Buy/Sell Agreements

Learn how to create a perpetuation plan for your agency to:

  • maximize your retirement income when you leave your agency
  • protect your family’s income should you die or become disabled


Succession and perpetuation is not an event – it is a process that results in logical transitions of ownership to ensure the continuation of privately owned independent insurance agencies representing the best insurance carriers in the industry and serving the urban, suburban and rural communities with competent insurance professionals.

A substantial percentage of agents in attendance will create their written succession plan or perpetuation plan within three years of the seminar.  

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