Is Now the Right Time? What to consider when planning to transition your agency ownership and leadership - October Webinar

Is Now the Right Time? What to consider when planning to transition your agency ownership and leadership - October Webinar

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Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients and carrier partners. 

Please note that if you are outside of Ohio, this course does not provide CE credit.

Jeff Smith

Chief Executive Officer

Ohio Insurance Agents Association

Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

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Is Now the Right Time? What to consider when planning to transition your agency ownership and leadership
10/25/2023 at 12:00 PM (EDT)  |  60 minutes
10/25/2023 at 12:00 PM (EDT)  |  60 minutes
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