Succession Planning services from CATICPro

SUCCESSION PLANNING

Solutions Specifically for CATIC® and VATC Agents

Let CATICPro, Inc. assist you in identifying your firm's need for a succession plan. Through our relationship with Smith Brothers Insurance, LLC and its Financial Services Division, your firm 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.