Perpetuation Planning in Action

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Members of OAA’s Circle of Excellence attended a great workshop in Oklahoma City today, delivered by industry expert Dan Ramsey.  Dan presented “The Day After – Perpetuation Planning in Action”

OAA members requested information they can use to put an action plan in place if an agency owner or agency partner principal dies, becomes disabled, disinterested, or divorced.     What would your agency look like the day after something happened to you or one of your partners?  Do you have a concrete plan you are ready to put into action so your business stays viable?

OAA and Dan Ramsey offered this highly interactive one day workshop to help our members prepare for the future.  From facts, to finances, to family, this workshop covered valuable information, real life examples and gave our agents the information they need to plan for the unplanned.

OAA is committed to protecting the futures of independent insurance agents.  If you’d like more information on this topic or on becoming an OAA member, contact us at sales@oaaonline.net.

Thank you to all members who attended!

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