2015 Advisor Network Summit
Creating an Exit Strategy for Retiring Insurance Agents and Securities Businesses

Mark Pruitt, CEO, President, & Founder, Strategic Estate Planning Services, Inc.

What does a retiring agent/advisor really want? What are their true motivations? Are they financially independent, or do they need the last big sale to get there? Are they ready to stop working altogether, or do they just want to scale back? All of these factors impact the acquisition process for the seller and buyer, and it is essential to build a customized approach to this extremely important process. Find out how to do so here.