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On-Demand Webinar

Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times

Originally Aired: October 28, 2020

NAIFA's Business Performance Center

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At some point in your career as a life insurance advisor, you’ll need to face the decision of how to exit the business. There are many layers of complexity around the idea of succession planning and valuing your practice, and those complexities only worsen when the world around us is in sheer chaos.

In this webinar, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business, regardless of global instability. They will offer ideas on how you can evaluate your book and strike a fair deal relative to your book’s value and your lifetime of relationship building and caring for your clients.

Join us to learn more; succession planning doesn’t have to be as overwhelming as it may seem.


Mike Pepe

Mike Pepe


Greg Babcock

Greg Babcock

Vice President & Practice Leader
Oswald Companies

Ken Leibow

Ken Leibow

CEO, Founder & Chairman

Dex 8-26-15

Dexter Umekubo

Managing Director
Producers XL

On-Demand Recording