On Episode 10, I speak with Michael Gau of Win Succession. He’s acquired over 50 books of life insurance and investment business and provides some great insights on how to position your book for sale and what to look for when buying. Listen in to learn about what can go wrong in a transition and how to get it right.
7:00 - The secret to success, cold calls and relationships, new technology
11:00 - The need for training, the aging population, and children
19:00 - Smooth transitions, eagerness and cutting corners, wakeup calls
27:00 - Look under the hood, preparing clients for a sale, practical considerations, compliance
40:00 - Marketing successfully, keep it simple