- This event has passed.
Succession Planning Training
July 9 @ 10:00 am - 12:00 pm
Please Join us for Succession Planning Training!
- Date: July 9, 2019
- Time: 10:00 am – 11:00 am
- Location: PTT Financial – 410 E. Harrison Ave. Harlingen, TX 78550
What will be covered:
- Do I need to have an LLC?
- What do I need to know about transferring a book of business?
- What happens to renewals when we die?
- What are the carrier requirements for transferring a book of business?