Succession Planning has become a term often used to encourage insurance brokers to think about selling their business, but it’s a subject with a far more fundamental purpose within the SME broking market.
This short webinar will highlight the need for a succession plan in terms of regulatory requirement and importantly how it can positively help shape the future of the firm. Practical considerations and the key steps will be included.
The guidance in this video is provided for information purposes and is general and educational in nature and does not constitute mental health advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances. Accordingly, Ecclesiastical and its subsidiaries shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you suffer or incur as a result of or in connection with your use or reliance on the information provided in this video except for those which cannot be excluded by law.
We acknowledge that an individual's experience with mental health issues or concerns is unique to that individual. If you have any questions personally or in connection with co-workers, family or friends, we encourage you to contact your General Practitioner or your Employee Assistance Program (EAP) if you have one as part of your benefits plan.
Where links are provided to other sites and resources of third parties, these links are provided for your information only. Ecclesiastical is not responsible for the contents of those sites or resources.