News

The webinar “Shifting Market Factors – What You Need to Know” is now available to view.

Thinking of selling your agency – here’s how private equity and industry-focused bank lending fit in.

Passing the torch – join the conversation on a real-life succession journey between a father and son.

Are insurance and bank underwriting more alike than we think? The similarities can help prepare you for accessing capital!

In today’s competitive insurance market, agency acquisitions are a key growth strategy, and securing the right financial partner is critical. 

Join the conversation on building and executing an acquisition strategy for your agency. 

The webinar was a success! It is now available to view!

Agency owners – what’s on your mind? Economic trends to watch on 2025, leveraging capital for your specific needs, organic and inorganic growth?

With the Tax Cuts and Jobs Act (TCJA) set to sunset at the end of 2025, agency owners could face new tax implications affecting decisions about selling their agency. 

From launch to legacy, a bank plays a critical role throughout the agency life cycle. What stage is your agency at?