Succession Planning

An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.

Young independent agents discuss how they got their start in the industry, what excites them about its evolution and the valuable lessons they’ve learned from the mentors who have guided their growth.

As hard as it may be to believe, the oldest wave of Generation Z is now hitting their late twenties. While Gen Z insurance needs are evolving, they’re not too different from their predecessors.

Consider these five strategies if stress and burnout is forcing you to consider selling your agency.

On this episode of Agency Nation Radio, Johanna Holling, volunteer relations program manager at Invest, hosts a conversation about attracting young talent to the insurance industry.

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

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.

​The landscape of agency acquisitions is as challenging as it is rewarding. To be successful, an acquisition requires a delicate balance between strategic alignment, financial prudence, cultural fit and more.

In 2022, Dew, then 20% owner of WinStar, learned that the other two owners would be retiring. She didn’t want to see the agency absorbed by the large buyers circling overhead and decided she would buy it herself—even if it meant mortgaging her house.

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