There are four parts to the selling process at the age of 65: emotional, planning, financial and transition. Photo: Nuthawut/Adobe Stock
The highly anticipated day has finally come: you are getting ready to retire. After spending 40+ years working in your insurance agency, you have made the difficult decision that it is time to sell the agency and step down.
Hopefully, you have been running your business over the years as if you were going to sell it tomorrow. If that's the case, this article will likely touch on all the things you have already done to prepare for the sale of your agency. If that's not the way you've been operating all these years, this article will be a roadmap of how you should prepare for what you are going to experience over the next 2 – 3 years.
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