Covenant guide for insurance brokers
Understand your covenants before leaving.
Thinking about starting your own brokerage? Understanding your employment restrictions is part of planning the move. Start with our free covenant guide.
Free PDF guide · No email required
Start with the right questions.
01
What does your contract say?
Identify the questions to ask about your employment terms and where you need advice specific to your situation.
02
How could timing affect you?
Bring your notice period, potential launch date and personal commitments into the same plan.
03
What might your income look like?
Consider the gap between leaving a salary and building income in your own brokerage.
Talk through your next steps.
When you’re ready to explore starting a brokerage, we can help you think through the business plan, timing and support you may need.
