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The keys to successful succession planning

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

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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
 

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