Perpetuation Planning – Part Two

Share!

Insurance Journal - May 18, 2025

Last month’s column discussed the reasons to perpetuate a firm, the four common techniques to transfer ownership, pros and cons, and some options for internal perpetuation. This month we conclude with the remaining most popular options used by insurance agencies. …...

Read Full Article

Recommended Articles

Texas Summer Camp Faces Scrutiny Over Failure to Report Deaths

Posted: Apr 16, 2026

The medical officer for the Texas summer camp where 27 girls were killed in a flood last year testif...

Trucordia Buys Connecticut’s Paradiso Insurance Services

Posted: Apr 16, 2026

Utah-based insurance broker Trucordia reports it has acquired the Paradiso Financial and Insurance S...

Inszone Acquires Kansas’ Insurance Resources Group

Posted: Apr 16, 2026

Inszone Insurance Services announced the acquisition of Insurance Resources Group, Inc. Located in O...