Suc­ces­sion plan­ning tool

Insurance - - AGENCY -

No mat­ter what step you’re ready for in the suc­ces­sion plan­ning process — whether you are al­ready men­tor­ing your even­tual suc­ces­sor or haven’t yet given it a thought — the new Suc­ces­sion Plan­ning De­ci­sion Tree tool on MDRT’s web­site can help.

Visit the mem­bers-only sec­tion of to walk through the ar­eas you need to con­sider. Find links to MDRT’s re­sources on the dif­fer­ent topics, such as:

How to find a third-party ex­pert to help fa­cil­i­tate the process

What course of ac­tion you need to take if you’re con­sid­er­ing a fam­ily mem­ber as a suc­ces­sor

How to pro­tect your­self and your clients un­til you’re ready to be­gin your suc­ces­sion plan

Let the in­ter­ac­tive web­site guide you through your prepa­ra­tions, and con­tinue to read ar­ti­cles on dif­fer­ent el­e­ments of the suc­ces­sion process in Round the Ta­ble.

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