November 11, 2024
When Paul and Lucille Sliker decided to leave the U.S. and make a life-changing move to Portugal, they knew it was also time to step back from their successful Medicare business. But as seasoned professionals, they wanted to ensure a smooth and trustworthy transition for their clients.
In this candid interview, Paul and Lucille share:
- the journey that led them to sell their book of business,
- their experiences in choosing the right partner, and
- the steps they took to make the move seamless.
For agents considering their own transition, their story offers valuable insights into balancing a new life adventure with a thoughtful business handoff.
Transcript:
John: So, we have Paul and Lucille Sliker here. Just give us a little background.
Paul:I was a financial services, mortgage, real estate guy my whole career, and I retired from that in 2014. Being the type of personality I am, I needed something else, and insurance always interested me because of the connection between the two and the …