Perpetuation Planning Hub

Session 4: Case Studies: Hear from Agents Who Sold Their Book of Business

Get an honest, behind-the-scenes look at what it's like to sell your book of business to New Horizons. These case studies are straight from the independent agents who have gone through the valuation and sales process in the past few years.

Hear from agents on hot topics, including:

  • When and why they decided it was time to retire
  • What types of products they had in their book of business
  • How their customers felt about the transition
  • If these agents decided to start selling insurance again after they sold their book of business
  • So much more!