Succession Planning for Agents

Succession Planning

CATIC® Family Agents

Review your business' need for a succession plan. Through Smith Brothers Insurance, LLC and its Financial Services Division, your business will be provided with customized solutions, which include in part:

  • Identifying Goals and Objectives of Your Succession Plan
  • Reviewing the Current Documentation and Agreements, if Applicable
  • Evaluating the Business Continuity and Contingency Plans
  • Determining an Exit Strategy for Partners
  • Coordinating Trusted Advisors to Help Implement the Plan
  • Delivering a Fully Funded and Documented Succession Plan
  • Identifying Gaps that Exist Outside the Succession Plan

Minimize the cost of creating and implementing a succession plan. To learn more, simply contact us.

CONTACT US

Diverse group of business professionals
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Insurance

Unique suite of insurance products in the areas of Lawyers Professional Liability, Employment Practices Liability and Foreclosure Committee.

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Bonds

Court, Probate, Contract and other bonds at competitive rates with a quick turnaround.

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Voluntary employee benefits

Saving your firm time and money while offering your employees access to financial protection.

 

 

CATICPro
101 Corporate Place
Rocky Hill, CT 06067
(860) 513-3131

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Security Plan

Disclaimer

This material offers a brief description of some coverages and is provided for informational purposes only. As to insurance and bonds, coverages cannot be bound, added or changed via voicemail, email, fax or online submissions. No binder, insurance policy, bond, change, addition and/or deletion to insurance or bonds shall be effective until confirmed directly by the insurance company or the licensed agent working for the insurance company. CATICPro acts only as a promoter of insurance and bond assistance.