BUSINESS SUCCESSION PLANNING It should be a top priority to you and your business to establish an appropriate succession and transfer plan. There is a common misconception that creating a viable succession plan is a one-time event. It is quite the opposite. It is important to address your business health and business transfer plan on an ongoing basis and determine if you are still on track.Our experienced representatives can leverage insurance and investment strategies to help ensure a smooth business transfer when the time comes to sell or pass along the business you worked so hard to build. Your employees are depending on you! Have a Question? Name Email Phone Question Thank you! Oops!