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PIANY Education

CE courses are approved for NYCE credit through 11/30/19 Provider no. NYPO-100002


Oct. 29, 2019 | Reg: 8:30 AM, Class: 9 AM-4 PM

Insurance Agency Perpetuation Planning

Member rate: $125.00
Credits: 6 BR, C1, C3, LA, LB, LSB, PA, PC

Credits available for other states

State Credits


Submitted for CE approval.

Agenda: N / A

Nonmember rate: $150.00
Class type: Classroom
Curriculum: Gen

Location: PIA Headquarters, Glenmont, NY (view directions)

25 Chamberlain St, Glenmont, NY, 12077


Are you planning to retire someday? When? Who are you going to sell your agency to? Are you thinking about buying or merging with another agency? How will the transaction be financed and what is an agency worth?   This six hour seminar will discuss the perpetuation options for insurance agency owners and how the transaction can be financed. It will also address mergers, acquisitions, shareholder agreements, methods of ownership transfer and the associated tax implications.