Pennsylvania Guidance on IA Business Continuity and Succession Planning(PDF) is a comprehensive document created by the Pennsylvania Department of Insurance for insurers and insurance agents in the state. It provides guidance on planning for the continuity and succession of insurance agency operations in the event of the death, disability, or retirement of the principal agent. The document is divided into two sections: Business Continuity Planning and Succession Planning. Business Continuity Planning outlines the key considerations for establishing a business continuity plan, such as setting up a succession plan, documenting business operations, identifying key personnel, and creating a plan for emergency management. It also includes a checklist of documents the agency should have in place prior to the death or disability of the principal agent. Succession Planning provides guidance on how to create a succession plan for the continuation of the agency and its operations in the event of the death, disability, or retirement of the principal agent. It includes instructions on how to select a successor and the necessary steps to transition the agency. Additionally, it provides information on legal and tax matters related to succession planning. Overall, Pennsylvania Guidance on IA Business Continuity and Succession Planning(PDF) is an important resource for insurers and agents in the state to ensure the continuity and succession of their agencies.
Pennsylvania Guidance on IA Business Continuity and Succession Planning(PDF)
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