agency mergers

Articles tagged with agency mergers


Agency Perpetuation Planning Checkup

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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...

Banks, Agents, And Profits

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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

Don't Get Burned In The Overheated Acquisition Market!

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DON'T GET BURNED IN THE OVERHEATED ACQUISITION MARKET! by Chris Burand Wall Street has definitely cooled, but agency mergers and acquisitions have not. ...

Peos: Do They Have You Coming, Or Going?

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PEOS: DO THEY HAVE YOU COMING, OR GOING? by Eric Moberg Is your agency equipped to handle the additional responsibilities of administering PEOs to your Commercial clients? This doc...

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