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Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning
Next-gen succession

Michelle L. Bender, CFP; Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Donald F. White Jr., CLU, ChFC

Jul 1, 20236 min

Next-gen succession

Passing the practice to family and making it work.