6 Ways to Position Your Agency to Maximize Perpetuation Options
A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.

A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.
If you’re a sports fan, you’ve seen this scenario: A superstar player is brought into a sports franchise and expectations soar about the possibility of winning a championship. But in the end, the move turns out to be a bust. Why is that so often the case?
Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.
Avery Moore, owner of ECI Insurance, and Scott Freiday, division director at InsurBanc, dig into the intricacies of financing an independent insurance agency.
Jana Foster, chair of the Big “I” national Young Agents Committee, sits down with Karen Bailo, commercial lines president at Progressive, to talk organizational culture, inclusion, and the importance of communication and supporting the personal developmen
When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.
On this episode of Agency Nation Radio, Robbie Moore, executive vice president, Blanchard & Calhoun Insurance in Augusta, Georgia, shares how his involvement with the Big “I” has helped him thrive in the independent agent channel.
The latest Agency Nation Radio podcast highlights three women who are leaders in insurance as they share the opportunities for women in the industry and the work that remains to be done.
Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande
Success comes when you channel some serious self-awareness and figure out what habits and activities allow you to produce your best work.