March Monthly Member Meeting

Speaker: Todd Villeneuve

Course Description: Succession Planning: Maximize the Value of Your Business

CE: 1 credit standard credit Minnesota Insurance

Course Description: Insurance agents spend their entire careers building a book of business. At the end of their careers, they would like to make sure their clients are taken care of while they enjoy the financial rewards of growing and transitioning their agency. In this CE you will learn about the topics of business succession, some of the different methods of structuring these 

deals, key considerations for planning and case studies.

Speaker Bio: