Episode 002 | Succession Planning in the Insurance Business with Brian Platte
In this episode of Agents Confidential, hosts Eric and Yana sit down with Brian Platte, a seasoned insurance professional and the owner of Agent Equity Group. With over two decades in the industry, Brian shares his insights on why every insurance agent needs a succession plan and how to ensure their business—and the income they’ve worked so hard to build—continues beyond them.
Whether you're just starting out or have an established book of business, this episode will help you take the necessary steps to protect your legacy.