America's Benefit Specialist November 2023

PROTECTING YOUR CLIENT RELATIONSHIPS WHEN YOU SELL YOUR AGENCY

By Dan Mangus Vice President of Growth and Development Senior Marketing Specialists Columbia, Missouri dan.mangus@smsteam.net

For years, you have worked hard to find new clients. Once you found them, you cared for them through careful product selection to protect them, and ongoing communication and support to ensure your products did everything they were supposed to do to protect your clients financially and provide them peace of mind. Now the time has come for you to open the next chapter of your life and to give your attention to enjoying retirement or caring for other obligations. You don’t want to leave your clients without someone to care for them, but who can care for them as much as you do? How can you find someone who can pick up where you left off and give you the financial freedom you deserve from your hard work? If you are at this point, there are several things to remem ber as you start your search for the person to whom you hand off these client relationships. There are many options for agents to sell their block of commissions to, but the tricky

part is finding someone who can give you the money you need and care for your clients and staff.

THE MORE EFFORT YOU PUT INTO MAINTAINING RELATIONSHIPS, THE MORE VALUE YOUR AGENCY HAS TO A BUYER AND THE MORE PEACE OF MIND YOU WILL ENJOY BECAUSE YOU WILL KNOW YOUR CLIENTS AND STAFF ARE COMFORTABLE WITH THE NEW OWNER.

12 ABS | benefitspecialistmagazine.com