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What happens to your book when you're done building it?
Most advisors spend decades building a practice, then walk away with only trailing renewals. There's a better way.
Your Succession Plan is it in place or are you of the 94% not ready?
The Reality Most Advisors Face
The Hard Truth
If you've been in this business for 5, 10, or 20 years, you've built something valuable. But what's your exit plan?
Most MGAs & IMOs offer vague promises about succession planning. Some are actively tightening contracts and making it harder to leave on your terms. Others prioritize recruiting volume over genuinely supporting the advisors they already have.
Meanwhile, your book keeps generating renewals month after month, but you have no structured way to turn that consistent income stream into meaningful retirement income or protect your family if something unexpected happens to you.
You've spent years building relationships, serving clients, and generating revenue. That work deserves more than just fading trailing commissions and empty promises.
A Different Approach to Your Future
Chamberlain Experior Group offers experienced advisors something fundamentally different: a documented Legacy Program that turns your renewal income into a structured buyout with real numbers and contractual certainty.
We provide mentorship and strategic support to help you grow while you're still building your practice, and a collaborative team environment where you're not navigating challenges on your own.
Documented Succession
Written contracts, not verbal promises
Growth Support
Mentorship from 37+ years of experience
Quality Focus
Building 50 advisors, not 500
We're not looking for everyone. We're looking for quality advisors who have built something real and want to protect it with a partner who understands the long game.
Who We're Looking For
Experienced Advisors (5-10+ Years)
You've built a book and you're self-motivated, but you've stalled out or need strategic support to reach the next level. You know your business but recognize the value of collaboration and mentorship.
Advisors Planning for Retirement
You're thinking about the next 5-10 years and want a clear, documented exit strategy. You're not ready to walk away yet, but you want to know your path forward is secure and contractual.
Advisors Concerned About Continuity
You want to know your clients will be taken care of and your family protected if something happens to you. Your book represents years of work and should benefit those you care about most.
Not Who We're Looking For
We're focused on quality over quantity, and that means being honest about fit. If you're brand new to the industry and looking for someone to train you from scratch, we're probably not the right match for your current stage.
We work best with advisors who already have a solid foundation and want partnership, strategic guidance, and succession planning—not hand-holding through basic licensing and prospecting.
Our team environment is built for experienced professionals who can contribute to the collective knowledge while benefiting from collaborative support. We're building a community of advisors who have something to teach as well as learn.
If that's not where you are right now, that's completely fine. We respect where you are in your journey and encourage you to build your foundation first.
The Legacy Program
Turn Your Renewals Into Retirement
The Legacy Program is Experior's structured approach to advisor succession. It turns your residual income from trailers and renewals into a contractual benefit for retirement or death—giving you real financial security for the book you've built.
75%
Annual Payout Rate
Receive three-quarters of your renewal income each year
10
Years of Payments
Structured payout continues for a full decade
10x
Effective Multiple
Turns annual renewals into long-term retirement income
At its core, qualified advisors receive 75% of their residual income for 10 years upon retirement. That's effectively a 10x multiple on your annual renewal income—real money with real documentation.
How The Legacy Program Works
Build Your Book
Grow your renewal income while receiving ongoing mentorship and support
Qualify for Legacy
Meet certification criteria and maintain consistent residual income
Activate Your Exit
When you're ready to retire, the structured payout begins
Receive 10 Years
Get 75% of renewal income annually for a decade
For Retirement
When you're ready to step back, the Legacy Program provides a structured payout based on your renewal book. Instead of walking away with only what slowly trails in, you receive 10 years of contractual payments at 75% of your renewal income.
Example: If your book generates $50,000/year in renewals, you'd receive $37,500/year for 10 years—a total of $375,000 instead of watching it decline over time with no guarantees.
For Your Family
If something happens to you, your family has options. They can pass the business 100% to a licensed beneficiary who continues serving your clients and maintaining the practice.
Alternatively, they can elect the 75% payout over 10 years, ensuring your family receives substantial financial support even without continuing the business. Either way, what you built doesn't just disappear.
Legacy Program Requirements
The Legacy Program isn't automatic—it's a benefit for advisors who meet specific professional standards and maintain their commitment to the industry. This ensures the program remains sustainable and valuable for everyone involved.
Active Licensing
Maintain your license and E&O coverage during the buyout period to remain eligible for payments
Legacy Certification
Meet Experior's Legacy certification criteria, which we'll review with you in detail during your assessment
Consistent Residuals
Demonstrate consistent residual income from your book over time, showing stability and quality client relationships
We'll walk you through exactly where you stand today and what it would take to qualify. Most experienced advisors with established books are closer than they think—often it's just a matter of documentation and meeting a few specific criteria.
Why This Matters
Most advisors have no documented exit strategy whatsoever. They assume their MGA/IMO will take care of them when the time comes, or they tell themselves they'll figure it out later when retirement gets closer.
Then later arrives and they realize they have no leverage, no documentation, and no real plan. Their MGA/IMO may have changed ownership, tightened contracts, or simply isn't interested in honoring vague verbal commitments made years ago.
The result? Advisors who spent 20+ years building valuable practices walk away with far less than they deserve, or worse—they can't afford to retire at all and keep working long past when they wanted to stop.
The Legacy Program Changes Everything
It's written down in black and white. It's contractual and enforceable. It gives you something concrete to plan around, whether that's five years from now or fifteen.
You can make decisions about your practice knowing exactly what the exit looks like. Your family has security knowing there's a documented plan if something happens to you.
That peace of mind is worth more than most advisors realize—until they don't have it.
Why Partner With Chamberlain Experior Group
Jim Chamberlain spent 22 years on the carrier side, holding senior management roles at major insurance companies. He knows how the industry works from the inside—the politics, the incentives, the unwritten rules that determine which advisors succeed and which fade away.
He's seen what separates advisors who build lasting, valuable practices from those who burn out, plateau, or find themselves trapped in unfavorable contracts with nowhere to turn.
Now Jim is building a team of experienced advisors who want more than just a contract and a product shelf. They want mentorship from someone who's been where they are. They want support from a team that actually collaborates. And they want a real, documented plan for their future that doesn't rely on empty promises.
What You Get As Part of Our Team
Documented Succession Planning
The Legacy Program gives you a written, contractual path to retirement or family protection—not verbal promises that disappear when leadership changes
Mentorship & Collaboration
Weekly team sessions, one-on-one strategic support, and direct access to Jim's 37 years of industry experience across carriers and field leadership
Systems & Operational Tools
CRM, compliance support, marketing resources, and operational infrastructure so you can focus on serving clients instead of administrative headaches
Complete Flexibility
Full-time or part-time. Build at your own pace. Your practice, your schedule, your approach. We support your goals, not dictate them
Experior's Full Platform
Access to a wide range of products, competitive compensation structures, and the backing of a network with 15,000+ advisors across North America
A Real Team Environment
You're not joining a faceless MGA/IMO with thousands of advisors scattered across the continent. You're joining a deliberately small, focused team where people actually know each other's names and challenges.
We meet regularly to share what's working, troubleshoot challenges, and learn from each other's experiences. It's not mandatory attendance and bureaucratic meetings—it's genuine collaboration among professionals who respect each other's expertise.
Jim's goal is to build a group of 100 quality advisors who actually want to work together and support each other's success—not 500 people he's never met whose only connection is a contract signature.
That matters when you hit a roadblock, when you're evaluating a complex case, or when you simply want to talk through a business decision with someone who understands your world.
Start With a Strategic Assessment
Before you make any decisions about your future, let's look at where you actually stand today. A Strategic Assessment is a structured, confidential conversation where Jim reviews your current book, your renewal income, your goals, and your timeline.
01
Book Valuation
What your book is actually worth in a Legacy Program scenario with real numbers
02
Gap Analysis
Where you have gaps in your succession planning and what those could cost you
03
Qualification Path
What it would take to qualify for the full Legacy benefits and timeline to get there
04
Fit Assessment
Whether Chamberlain Experior Group is the right fit for your practice and goals

What This Isn't: This isn't a sales pitch. It's not a pressure session where we try to close you on the call. It's a professional conversation between two experienced people about your options. If we're not the right fit, we'll tell you. If you're not ready to make a move, that's completely fine too. The assessment is free and confidential.
What Advisors Are Saying
"The thing that caught my eye was this Legacy Program that is offered to brokers like me is next to none in the industry. There's nothing like it when it comes to retirement time."
— Bill Chambers
"The process of transitioning and selling that happens, and if I pass away, the kind of succession planning that I have in place personally is not enough. After our assessment, Jim showed me that this IMO has an unbelievable Legacy Program."
— Jeff Neil
We're always looking to connect with advisors who are thinking seriously about their next chapter. Whether you ultimately join our team or not, a conversation with Jim might give you clarity about your options and what's actually possible for your practice.
Let's Talk About Your Future
Jim Chamberlain
PFP, CEA, CSC
Senior Manager
Chamberlain Experior Group
Phone: 587.952.2466
Part of Experior — 15,000+ advisors across North America
Whether you're ready to explore joining the team or just want to understand your options, reach out. Jim responds to every inquiry personally because he knows these conversations matter.
You've spent years building your practice. You deserve a partner who takes your future as seriously as you do.
A 30-minute conversation could give you clarity about what your book is actually worth, what your exit could look like, and whether the Legacy Program is the right succession strategy for your situation.
There's no obligation, no pressure, and no cost. Just an honest conversation between two professionals about where you are and where you want to go.