Succession Planning

You have worked hard and invested a lot of your time and resources to build a thriving business. But what happens when you choose to retire or meet an untimely death? As a partner with Lourie Life & Health, we will work with you to ensure that a succession plan is in place so that your hard earned renewal income continues to be paid in the way that you have chosen.

We will assist your spouse, estate, and/or successor to assist with this transition. Here are just a few of the ways that we can help you make sure the transition is a smooth one.

  • Communication Support: we have a team of professionals that can assist you and your staff to implement a communications plan to your book of business and insurance carriers.
  • Business Valuation: we use updated industry models so that you get the best return on your business, and where necessary assist in finding a buyer.
  • Contract & Carrier Processes: each carrier has a different process for transferring a book of business. We have experience in working through these issues for all the companies you represent through our agency.

We feel it is our obligation as your partner to preserve your business and legacy.

Interested in Becoming a Lourie Life and Health Agent Partner?

We are looking to build partnerships with agents who have a desire to help their clients and be successful. If you want to increase your income while helping those in your community, then we’re interested in YOU!

Contact Us Today