Next Generation Talent

A desire to keep her family’s fourth-generation agency family-owned drew Megan Carroll into the business. 2/12/2025 5:00:00 AM

When Beth DeLaForest, president and owner of Aspire Insurance Group in Hudson, Wisconsin, launched the agency in 2014, she knew she had the chance to set an intentional culture—one that was different from those she’d previously experienced. DeLaForest’s insurance journey started when she moved out at 18 and needed to pay rent while in college…

In 2017, Carroll became a part owner and president of Stein Agency, a process in which she has stepped up professionally and grown into a leadership position while learning the ropes of agency management and p&c insurance.

When it comes to planning for your agency’s internal perpetuation, there are numerous factors to consider, each requiring careful consideration and strategic discussion.

Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.

In this bonus episode of Agency Nation Radio, Avery Moore, Brock Elliott, and Lisa Lemanski discuss how to maintain a positive culture during the hard market.

Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency at a time in her life when she was about to get married and start a family of her o

Osiris Maldonado is making it her mission to educate her community about insurance and provide a stable, rewarding career to her staff.

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.

When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.