Speakers: Phil Calhoun & David Ethington

This is the recorded session of the January 8 webinar, where we followed Mary’s journey as a broker taking strategic steps to protect, grow, and ultimately sell her commissions.

Industry experts Phil Calhoun and David Ethington guide viewers through the real-life challenges and solutions brokers face when managing commission-based income—especially when planning for long-term financial stability and retirement.

In This Recording, You’ll Learn:

• How Mary protected her commissions during transitions

• Strategies she used to grow her income over time

• The process and planning that went into selling her commissions

• Legal, financial, and succession planning tips from the experts

This session is ideal for brokers looking to take control of their financial future, build long-term value, and understand what it takes to successfully transition out of the business.

Originally Recorded: January 8, 2025