Professional Insurance Agents of Indiana

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  • Membership
    • Our Mission
    • Member Benefits >
      • EDUCATION
      • INFORMATION
      • ADVOCACY
      • PROTECTION
    • Publications
    • Join Now!
  • Education & Events
    • Annual Convention
    • Annual Golf Outing
    • CISR >
      • CISR - Online Exams
      • CISR Elite
    • CPIA
    • TRA
    • E&O Loss Seminars
    • Young Agents Events >
      • YPIA Podcast
    • Community Connects
    • Webinars
    • On-Demand CE
    • In-House Education
    • CIC
  • Insurance for Agents
    • E&O
    • Health Care Plan
    • Cyber Insurance
    • EPLI
    • Umbrella
    • PIA Trust
  • Consumer Information
    • Find an Agent
    • Careers in Insurance
    • What is PIA?
    • Why Choose an Independent Agent?
    • Glossary of Insurance Terms
  • About PIA
    • Our Mission
    • Careers in Insurance
    • Who We Are >
      • Board of Directors
      • Professional Staff
      • PIA Code of Ethics
    • StarPartners >
      • Become a StarPartner
    • Young Professional Insurance Agents
    • Advocacy >
      • IMPAC
      • National Policy & Advocacy Priorities
      • Find Your Legislator
    • Buy Button
    • Awards >
      • Award Nomination
      • Ralph Cleveland Agent of the Year
      • Young Insurance Professional of the Year
      • Company Award of Excellence
      • Company Person of the Year
      • Outstanding CSR of the Year >
        • Nominate an Outstanding CSR
    • Job Board
    • Contact Us
  • Member Portal Login
    • Perpetuation Toolkit
    • PIA's Tech Check

Perpetuation Toolkit

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If something happened to you tomorrow, would your agency survive? Would your family be able to continue their current lifestyle? Would your staff be protected?

The reality is that many agencies have no perpetuation plan in place or aren’t confident about the plan they do have. And most don’t know where to begin. Having a perpetuation plan is not just about you, it protects the people you love and the business you’ve spent years building.  

PIA of Indiana has launched a program to protect you, your family, your staff, and your community. It’s Not Just About You is a perpetuation program with the ultimate goal of ensuring that every PIA Member has a perpetuation plan in place. 

The program will include sample plans, local and national experts to contact, a Perpetuation Toolkit, and face-to-face perpetuation planning sessions - all resources that you need to get a successful and viable plan in place to protect the future of your agency.

The Perpetuation toolkit is now available online. Click here to access the toolkit. 

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8365 Keystone Crossing, Suite 105, Indianapolis, IN, 46240  |  Phone: (317) 899-9200
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