3 Unusual Financing Solutions
Put away the cookie cutter! In today’s insurance landscape, agency owners need more than traditional approaches to agency growth and financing options.
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Cash Balances Are Up – What Now?
What are your cash management and investment strategies? Are you working with your bank to effectively save costs, improve efficiencies and maximize returns?
Insurance Perpetuation in Stages: A Lesser-Known Strategy
Attention agency owners: what is your perpetuation strategy? Does it include a possible larger payout over time, employee commitment and retention and preservation of your agency’s culture and legacy?
Is an ESOP in Your Future? Don’t Overlook This Valuable Succession Planning Tool
Learn more about the advantages and how an ESOP can be an effective succession strategy for the right insurance agency.
We’re Not Running Away From Brick and Mortar
Brick and Mortar? Join the discussion on how one agency owner cultivated an organizational culture that focuses on community and forms a framework that fosters growth
Deal Dynamics: Identifying an Acquisition to Add to the Most Value to Your Agency
What is your acquisition strategy? Connect real life examples from your peers, challenge your assumptions and enhance your strategy.
Do Your Homework – 5 Areas to Research to Identify the Right Agency to Acquire
Acquisitions are a great way to grow your agency and increase your agency’s value. However, “doing your homework” is critical to creating a successful acquisition strategy.
How Agencies Can Successful Manage Cash in Rising Rate Environment
In today’s rising rate environment, it is essential that agencies review their cash management strategy to optimize use of agency funds. Learn more about cash management sweep accounts.
The Bank Soundness Question
Join the discussion of bank soundness in the wake of the 2023 bank failures, what it means to the insurance industry and what agency owners should be asking their banks. InsurBanc President and CEO, David Tralka, discusses the topic of bank soundness with Insurance Journal.
Click here to read the article.
Generations Coming Together
With a large pool of young agents wanting to become agency owners and eager to take the reins and agency owners considering exit strategies, now is the time to have the conversation!
Whether you are an agency owner initiating your succession plan or a 30-something year old ready for an ownership opportunity, join the discussion with InsurBanc’s Scott Freiday and Keith Mangini in a recent Rough Notes article.
Click here to read the article.