Safeguarding Your Legacy: The Importance of Succession Planning

Running an independent insurance agency is not just a business; it’s a legacy built on trust, relationships, and expertise. As an agency owner, envisioning the future involves more than day-to-day operations—it requires strategic thinking about the continuity and sustainability of your agency. Succession planning is a crucial element often overlooked by independent insurance agency owners,…

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Independent Insurance: Reasons to Pursue M&A

Independent Insurance: Reasons to Pursue M&A 2023 proved to be a dynamic period in the insurance industry, particularly in the realm of independent insurance agencies. With a landscape marked by innovation, evolving customer expectations, and changing market dynamics, the sector has seen many mergers and acquisitions. Today, we dive into three of the primary reasons…

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