Agency Journey Mapping gives you the tools to create the right plan for YOUR agency’s perpetuation and succession — relevant for agencies at every stage.

PROGRAM

Better insights.

Better decisions.

Higher agency value.

TOPICS

FEATURES

RESOURCES

Whether attending the live seminar or purchasing the on-demand program, you'll receive:

Access to information divided into segments, that allows for easy stopping and starting
A quiz to highlight perpetuation topics most pertinent to you
Access to tools and a library of resources that can be tailored to 54 different options for agency ownership transition

HOW TO ACCESS OUR RESOURCES:

1. Attend a live or on-demand virtual seminar

2. Receive your user ID and password

3. Log in to the resource center

Don't wait. Prepare for your future today.

or

Purchase On-Demand Program for Only $99

Request Info: Live Seminar in Your Area

RESOURCES

SEMINARS

ACTION PLAN

Valuation
Financing
Succession Planning
Perpetuation Planning
Guaranteed Payments
Contingency Agreements
Inter-generational Transfers
Taxation
Strategies to Avoid
Gaps
Retirement
Agency Risk Factors
Due Dilligence

Learn more about us.

What to expect when you purchase the On-Demand Program.

After purchase, you’ll receive an email from The PIA Partnership with your login to the Agency Journey Mapping resource library website.

Questions? Contact us at any time.

PIA Members:

PIA has funds reserved to reimburse your purchase of the Agency Journey Mapping program.

Learn more at pianet.com/agentsupport.