Perpetuation Planning

What options do I have?

Existing agencies, UAII can support selling your insurance book

Existing agencies, looking to transition your agency without selling your book

UAII has experts in perpetuation planning for all kinds of agencies. By creating a transition plan, you preserve your sweat equity and have peace of mind knowing your agency is set for the future. This planning includes

Starting with a succession plan to ensure continued success, from the who to the why.
Identification of who to lead and partner with to carry on your legacy.
Structured resource and support requirements to navigate the transition.

Existing agencies and start-ups looking to scale, buying an agency can be among the best ways to grow

At UAII, we are partners with you as you grow in all aspects, including buying an agency. With a dedicated team for acquisition assistance, we provide you with the best tools when buying an agency and expertise and support from end to end. Our partnership includes:

Checklist of pre-requisites and considerations before buying an agency
Step-by-step plan for acquisition to set a realistic expectation on the end-to-end process
What should proper due diligence include in an acquisition
Agency / book valuation methods with pros and cons based on your situation

Protect Your Legacy

Planning for perpetuation or the sale of your agency isn’t just about stepping away; it’s about ensuring your life’s work thrives. UAII helps you do just that, with the guidance and resources to build a successful long-term strategy.

With UAII, you’ll benefit from:

Legacy Protection: Ensure your agency’s name, values, and client relationships live on.
Tailored Exit Strategies: Get expert support whether you’re planning ahead or ready to transition now.
Maximized Agency Value: Work with our team to increase the value of your book of business.
Financial Strength and Stability: Leverage UAII’s partnership with SIAA to access national resources and support.
Flexible Growth or Exit Options: Whether you’re perpetuating internally, selling externally, or considering a hybrid, we’ll help you find the best fit.
Peace of Mind: Know that your agency, team, and clients are in good hands now and in the future.

A Legacy That Lasts

Perpetuation isn’t just about stepping away. It’s about ensuring your agency, people, and community continue to thrive.

With support from your Agency Growth Coach and the strength of SIAA and Sequel behind you, you can plan for what’s next, knowing there’s a future beyond your day-to-day.

Let’s start the conversation. Your next chapter could be your most impactful yet.

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