Perpetuation planning takes center stage
IA&B to host MarshBerry for late-October conference
Contact:
Karen Robison
(717) 795-9100 Ext. 606
Sept. 30, 2009 – Independent insurance agency owners are invited to attend a perpetuation-themed executive management conference Oct. 27-28 in Lancaster, Pa. Insurance Agents & Brokers Service Group is hosting MarshBerry to facilitate the inaugural event.
“By and large, agency owners are baby boomers who are facing challenges related to retirement,” said Kathleen Glattly, IA&B Service Group Chairwoman. “They have built a career on doing the right things and now need to carry that through to a strong perpetuation plan, but so many of them don’t know where to begin.”
MarshBerry representatives will guide conference participants through the succession-planning process. Topics include financial benchmarks; strategies for new producer recruitment and retention; and employee leadership development.
The conference, titled “Perpetuation is in your hands – positioning and planning for your agency’s future,” will be held at the Lancaster Eden Resort. More information is available by visiting www.iabgroup.com or by calling (800) 998-9644, option 0.
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About Insurance Agents & Brokers Service Group
The Insurance Agents & Brokers Service Group oversees the partnership of agents’ associations in Delaware, Maryland and Pennsylvania that work together to deliver pre-eminent programs, products and services for their nearly 1,600 members. Led by dedicated agent volunteers and staffed by 40 professionals, IA&B is recognized and respected nationally for its industry-leading efforts in agent professional development, advocacy, industry information and knowledge base, communications and more.
IA&B is affiliated with the National Association of Professional Insurance Agents in all three states and with the Independent Insurance Agents & Brokers of America in Delaware and Pennsylvania.
To learn more, visit www.iabgroup.com.
