Best Practices Tool Kit
The Best Practices initiative evolved by asking top rated agencies how they got where they are. IIABA provides a complete family of Best Practices tools, workshops, and services to help your agency reach its full potential. Best Practices can help you understand the past, analyze the present and formulate a strategy for the future. To obtain the resources you need, scan the list below and click on a topic or download the Best Practices Order Form.
Agency Perpetuation/ Estate Planning / Tax Opportunities
An analysis of privately held businesses, both inside and outside of the insurance industry, and their experiences with ownership transfers. The study provides practical information and planning tools to independent agents who are currently or will soon be addressing the issue of business perpetuation, whether internally or through a merger or acquisition with a third party.
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The Practical Agency Planner
A practical guide to Agency Perpetuation, Estate Planning, Employee Benefits, and Tax Opportunities. Provides detailed information on the myriad of legal and tax issues related to the best structure for conducting business (e.g. partnership, corporation, limited liability company), employment compensation and benefits (including agency ownership-related benefits), and selling the business or passing it on to the next generation.
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Special Acknowledgement
We wish to thank the following companies for their sponsorships which have funded the development of the 2011 Best Practices Study and the update of the Best Practices Gateway.
