The Carrot Before the Stick

“I think at some point there will be a tipping point and it will become an issue.” - Greg Pollcok, President & CEO Advocis

"In the past, regulators haven’t addressed succession planning as an area of mandated compliance. But when succession planning has numerous benefits for agents, clients, and the home office such as: continuous client service, protection of the agency’s business and assets, protection for the agent’s family, preservation of the home office profits, and most importantly a secured future of the business that has been built up over a number of years, should they?"