There Comes A Time In Every Agency Owners Mind When You Are Looking To Transition.


  1. Either to retirement so you can enjoy the fruit of all your years of labor.  
  2. To move to another type of service (ie) investment advisor or specialty market.  
  3. Or you just wish to slow down while still remaining active doing business at your own pace. 

Whatever the reason. We have partnered with many agencies for over 30 yrs. We are large enough to handle any big case and small enough to care about your smallest unique client. Let us talk to you today about the future of your agency.


Letters From Agents
 

"After fifty years in the life insurance business, I decided it was time to retire. However, my problem was I had no one in line to take over the servicing of my faithful 3,000 plus policyholders. My company suggested I visit with David Isaac.

Mr. Isaac assumed the responsibility of caring for my policyholders. This was a great decision on my part. Most important, many of my policyholders have expressed to me their satisfaction and care they have received from David Isaac and his staff of qualified associates. My decision to hand over the responsibility of servicing my policyholders to David Isaac and Associates was the best decision I could have ever made.”

Jack Stanton C.L.U
48 Year MDRT Member
Indiana Life Underwriter of the year 2012