Strategies for Growth & Differentiation

To grow your practice and connect with business owners, insurance agents must go beyond product sales. In today’s competitive market, success lies in offering comprehensive business advisory and succession planning. By integrating tools like the Certified Succession Planner™, Succession Planning Assessment, and Succession New and Applied Practice, you’ll position yourself as a key partner for business owners, helping them navigate challenges and unlocking new growth opportunities for your practice.

Enhance Your Value & Drive Practice Growth

Elevate your role from product seller to strategic advisor with ISPA’s Succession Matrix—the foundation of the Certified Succession Planner, Succession Planning Assessment, and Succession News and Applied Practice tools. This dynamic framework doubles as a go-to-market and implementation strategy, seamlessly integrating business advisory and succession planning into your services.

By aligning risk management with your clients’ business and family goals, you safeguard their legacy while positioning yourself as a trusted partner. With ISPA’s guidance, you’ll deliver lasting solutions, empower clients through critical transitions, and drive sustainable growth for both their businesses and your practice.

VALUED ADVISORY RESOURCE

Business owners need more than insurance—they want an advisor who understands their challenges. Leverage ISPA’s resources to transform your practice into a trusted, valued advisory service, boosting your credibility and visibility.

DRIVE BUSINESS & PRACTICE GROWTH

Provide strategic insurance solutions as part of a broader business plan. By creating tailored growth strategies with business owners, you become a trusted advisor, adding value and helping businesses thrive while managing risks

NAVIGATE FAMILY & BUSINESS CHALLENGES

Use your advisory skills to tackle transitions and family dynamics, positioning yourself as a trusted partner. Safeguard their legacy while strengthening relationships and demonstrating your value.

TRANSFORM CIENTS INTO ADVOCATES

Turn satisfied clients into advocates who grow your business through referrals. Deliver results, show genuine commitment, and watch your reputation and practice expand.

Enhance Your Team's Potential with ISPA®

Transform Insurance Agents Into Advisors

In a world where services are commoditized, recruiting and retaining talent is tougher than ever. ISPA® offers a seamless, done-for-you advisory development program for junior associates, transforming technicians into top-notch advisors.

Equip Your Team With:

Marketing and Sales Guides: Attract and retain clients effortlessly. List item two
Implementation Tools: Simplify the advisory process.
Advisory Strategies: Tailored strategies for business advisory, growth & succession planning.

Differentiate your practice, attract top talent, and provide a clear development path. Integrate our resources to become a leader in business advisory. Join ISPA® and watch your firm thrive.

Accelerate Practice Growth with the ISPA

Join the International Succession Planning Association (ISPA®) and transform your practice. With the Certified Succession Planner™ (CSP™) credential and Succession Planning Assessment™ (SPA™), you’ll elevate client satisfaction and drive revenue. Gain access to powerful marketing, sales, and consulting tools through the Succession News and Applied Practice (SNAP) resources, boosting both product sales and consulting fees. Position yourself as a forward-thinking advisor and reshape your services for long-term success with ISPA®.

Your Gateway to Expertise

Position yourself as an industry authority by exploring the unique benefits of our CSP credential. Elevate your credibility, solidify your expertise, and become the go-to expert in the competitive market of succession planning.

Beyond Certification, An Analytical Tool on Steroids

Uncover the depth of our SPA™, an analytical powerhouse that goes beyond certification. Foster meaningful client engagement and gain actionable insights.

Not Just Tools, a Strategic Partnership

Experience the immediate impact of joining ISPA® through the Succession News & Applied Practice Resources. Hit the ground running, positioning yourself as a highly experienced value-add succession planner.

Join the ISPA Today!

Ready to revolutionize your approach to succession planning? Join ISPA® today and embark on a transformative journey.

Elevate your practice, distinguish yourself in the market, and achieve unparalleled success in the dynamic landscape of succession planning. Succession planning has never been this transformative—seize the opportunity and revolutionize your future as a member of the International Succession Planning Association®.

Key Benefits of Leveraging ISPA Resources:

Fortify client relationships for enhanced retention and satisfaction.
Catalyst for revenue growth through various avenues.
Differentiate yourself, offering a unique value proposition to clients.

Elevate Your Insurance Practice with
Business Advisory & Succession Planning Excellence!

Are You Looking to Grow Your Practice?

Check Out These Other Free Downloads

16 HIDDEN BUSINESS OPPORTUNITIES

Multi-generational clients grow your business. Whether you are a lawyer, accountant, financial advisor, or consultant, we have a list of actionable strategies you can test today to motivate your clients to work with you long term.

12 QUESTIONS TO CREATE CLIENT OPPORTUNITIES

Get this free resource of 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Grow your business by having better discussions with prospects and clients immediately.

20 YEAR
CASE STUDY

Want to get into the specifics of what it takes in succession planning? Gain insights into the inner-workings of a real long-term family business succession planning case study and a business engagement that was worth over $75,000 per year.

3 STRATEGIC PROJECT EXAMPLES

You need to have a plan. We outlined three of our best examples of projects you could learn from and potentially apply in your business. From objective to successful outcome, these family business examples help you build strategies.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.

New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett

JOIN US ON LINKED IN

This group is dedicated to connecting advisors, consultants & counselors who are or have an interest in working in the business succession planning field to globally promote the key concepts and to help the succession planning community learn, leverage resources & outperform. This group will promote an environment for sharing ideas, leveraging resources and will provide access to cutting edge professional development and planning resources.

VISIT THE LINKEDIN GROUP

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition.

The majority of a business owners wealth is locked in their business. To help them move, spend, transfer and distribute their wealth you need to be able to address and serve them where they need you. Our future is dependent of the continued success and growth of our Entrepreneurs."

Michael C. Valdez, AIF, CLU
Founder & President- Business Transition Council

SHOULD YOU JOIN THE ISPA MEMBERSHIP?

Succession planning is a major priority for business owners right now. Are you prepared to help your clients navigate their long term needs as effefictively as possible?

LEARN MORE

FREQUENTLY ASKED QUESTIONS (FAQ)

What will the online learning experience be like?

We know that learning online can be tough sometimes, which is why we brought in experts in virtual training to help us build more than just videos over powerpoint. You will have a wide variety of methods to learn including videos, interactive lessons, quizzes, and surveys. Our goal is to ensure that you grow through the learning, not just go through it.

Can I learn at my own pace?

The Certified Succession Planner program will be delivered on-demand and as a continuous enrollment model which means you can enroll any time and learn at your convenience.

Who is providing the training?

Training has been developed by the Authors and Contributors of numerous succession planning textbooks and training programs. Additionally, the ISPA Board has contributed feedback, time, and resources to help ensure the success of the programs. Learn more about the ISPA and team here.

Are there assignments or deliverables?

The program does not have any deliverables for you to complete and submit directly to the ISPA, however as you go along, you will need to demonstrate your comprehension through ongoing competency tests which will allow you to progress further.

What is the expected time commitment?

You can expect that each module should take you approximately 1-2 weeks to complete, depending on the time you put in. We suggest you commit to 1-2 hours per day and around 10-15 hours per module in total. We also understand that each learner will work at their own pace.

What are the requirements to join the program?

The topics covered in the Certified Succession Planner program are not entry-level, meaning that we recommend that you have a combination of both professional and educational experience in executive coaching, law, finance, or accounting.

What technology do I need to access my materials?

The CSP program has been built on a platform that is both desktop and mobile friendly, so most laptops and desktop computers will be sufficient to work through the materials. While you may access the content easily on your mobile device, we do recommend a desktop computer. You also might want to use a printer to print out the supplemental resources like textbooks, guides, workbooks, etc.

Is there support if I get stuck?

Anytime you need help, feel free to reach out to [email protected] and we will do our best to work with you on your challenges.

SUPERCHARGE YOUR INSURANCE PRACTICE