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I'm Not Retiring: How to Get Started Succession Planning

I'm Not Retiring: How to Get Started Succession Planning

FromMDRT Podcast


I'm Not Retiring: How to Get Started Succession Planning

FromMDRT Podcast

ratings:
Length:
15 minutes
Released:
Feb 9, 2015
Format:
Podcast episode

Description

At the 2014 MDRT Top of the Table meeting, Leon L. Levy, CLU, RHU, told attendees he's not planning on retiring, ever. For many MDRT members, succession planning, retirement, and similar phrases all carry with them such weight. It's not easy to leave a business you built behind. Hear three members like you discuss what's on their mind as they enter into trying to ensure the life of their practices, and give tips for how to best navigate this process.

To hear more from the Top of the Table panel discussion at the top of the episode, please visit www.mdrtresourcezone.org.

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.
Released:
Feb 9, 2015
Format:
Podcast episode

Titles in the series (100)

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.