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Stay up-to-date on important industry news and the latest products and services from InsurBanc.
Creating a succession plan can be a daunting task. And when unforeseen events occur, the process can be overwhelming. Learn from one agency’s challenges and have the necessary conversations sooner rather than later. Connect with InsurBanc’s SVP Scott Freiday and ECI Insurance owner Avery Moore’s conversation on “Doing Succession Planning the Hard Way” in IA Magazine with Peter Van Aartrijk.
Click here to read the article.
Inside Buyers? Outside buyers? Become familiar with all the facts before you decide on which direction to take your agency. Scott Freiday, SVP and division director at InsurBanc, will help you understand how “inside” and “outside” buyers differ and assess what the differences mean to your agency.
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Succession planning is vital to safeguarding an agency’s legacy and preserving the industry via perpetuation. A recent article by Robert Pettinicchi, InsurBanc’s EVP and Chief Lending Officer, discusses the five reasons ESOPs may work for your succession plan.
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Banking fraud in today’s world is an ever present issue when insurance agencies are moving money. In a recent PropertyCasualty 360 article, Patricia Smith, InsurBanc’s Director of Cash Management, discusses understanding how this fraud is organized and executed to put you in a better position to protect your agency.
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Listen to the latest On-Point podcast as David Tralka, president and CEO of InsurBanc, discusses the health of the independent agents, the M&A landscape and options for agency principals thinking of selling – staged exits, private equity offers and ESOPs. If you’ve ever considered a sale to a third party, Dave outlines how to justify selling internally even when an outside party offers huge money.
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Young producers are coming into their own and buying agencies. A recent article by InsurBanc loan officers Scott Freiday and Keith Mangini in Independent Agent Magazine talks about this new generation of owners and tips on how to pull this together from a young agent’s viewpoint and the owners planning their retirement. They also share four different profiles of young agents that moved into agency ownership or expanded their agencies.
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After 20 years of serving the lending needs of independent insurance agencies, ask InsurBanc! Check out Dave Tralka’s latest article, “Good as Gold – 6 Ways Financial Partnering Can Help independent Agencies Thrive” in the August 2021 issue of Independent Agent Magazine from IIABA.
Click here to read the article.
Click here to read about InsurBanc’s commitment to the independent agency system through a donation to Invest. “Joining with Invest to inspire more young people to consider insurance as a stable, dynamic career is one way we can help ensure the agency system will prosper in the decades ahead,” says David Tralka, InsurBanc president and CEO.
Click here to read a great interview by Rough Notes with our President Dave Tralka and Vice President Bob Pettinicchi discussing InsurBanc’s successes in the industry over the last 20 years.
Who should you be? A specialist with a niche practice focused in a specific industry or a generalist who knows a little about a lot? InsurBanc’s Robert Pettinicchi was recently featured in PropertyCasualty360 to answer this age old question.
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InsurBanc understands independent agents and their businesses. We specialize in insurance agency financing. Whether your needs include agency perpetuation funding, insurance agency acquisition or simply understanding your cashflow as it relates to your banking needs, InsurBanc can help agencies nationwide.
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InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.
