Farm Succession, Appoint a Planning Coordinator to Steer the Process
If someone must be put in charge of the farm succession process who will keep mom and dad in the loop, keep the advisors moving forward, and keep an eye out for successful succession strategies being used by their peers for ideas that work – who should it be? The planning coordinator’s job is to ask questions, assemble information, talk with everyone involved, etc.
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Recommended Reading
- Farm Insurance Agents Providing Financial Security
- State Farm Insurance – Michelle Cooper CFP – (905)826-4900
- State Farm Agent Debbie Talks About Connecting
- Successful Farm Insurance Agents Understand That Knowing Their Clients Is The Key
- Business Strategic Development For Farm Insurance Agents
